XP Advisory US, Inc.’s Invesco KBW Bank ETF KBWB Stock Holding History

XP Advisory US, Inc.’s Portfolio KBWB Stock Details KBWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.11M	Buy	+54,941	New	+$4.81M	2.8%	6

Other funds holding KBWB

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

RFG Holdings Argyle, Texas $477M AUM 26.7% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

WP Advisors San Francisco, California $413M AUM 26.32% 1-Year Est. Return

XP Advisory US, Inc.'s KBWB Position: Q2 2026 in Review

XP Advisory US, Inc. opened a new position in Invesco KBW Bank ETF (KBWB) in Q2 2026: 54,941 shares worth $5.11M. The stake represents 2.8% of the portfolio and ranks #6 among its holdings.

131 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

XP Advisory US, Inc. held 54,941 shares of Invesco KBW Bank ETF worth $5.11M as of Q2 2026.
Invesco KBW Bank ETF was a new XP Advisory US, Inc. position in Q2 2026.
Invesco KBW Bank ETF made up 2.8% of XP Advisory US, Inc.'s portfolio in Q2 2026, its #6 holding.
131 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on XP Advisory US, Inc.'s 13F filing for Q2 2026, filed 30 Jul 2026.