5 institutions reported holding $5.3M of INVESCO EXCH TRADED FD TR II (KBWR) in SEC 13F filings for 2026-06-30. Largest institutional holders: BYRNE FINANCIAL FREEDOM, LLC ($5.2M), BRYN MAWR TRUST Co ($19,181), Accredited Investors Inc. ($0), Kohmann Bosshard Financial Services, LLC ($0), Princeton Global Asset Management LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BYRNE FINANCIAL FREEDOM, LLC | $5.2M | 81,841 | Trimmed |
| 2 | BRYN MAWR TRUST Co | $19,181 | 300 | Hold |
| 3 | Accredited Investors Inc. | $0 | 0 | Exited |
| 4 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
| 5 | Princeton Global Asset Management LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30