AWM
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Abound Wealth Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Abound Wealth Management’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
2024
Q2 		– Sell
-11
Closed -$596 – 1246
2024
Q1 		$596 Buy
+11
New +$546 ﹤0.01% 843

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WA
WP Advisors San Francisco, California $387M AUM 21.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Abound Wealth Management's KBWB Position: Q2 2024 in Review

Abound Wealth Management sold out of Invesco KBW Bank ETF (KBWB) in Q2 2024, closing a stake of 11 shares — an estimated $596 sold.

Abound Wealth Management first reported a position in KBWB in Q1 2024 and held it in 1 quarter. The position peaked at $596 in Q1 2024. 156 funds tracked by Wall St. Rank hold KBWB as of Q2 2024.

  • Abound Wealth Management reported no remaining Invesco KBW Bank ETF position as of Q2 2024 after selling out during the quarter.
  • Abound Wealth Management sold 11 Invesco KBW Bank ETF shares in Q2 2024, an estimated $596.
  • Abound Wealth Management first reported a position in Invesco KBW Bank ETF in Q1 2024 and held it in 1 quarter.
  • Abound Wealth Management's Invesco KBW Bank ETF position peaked at $596 in Q1 2024.
  • 156 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2024.

Based on Abound Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.