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Acropolis Investment Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Acropolis Investment 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
2026
Q3 		$136K Hold
1,562
– – 0.01% 335
2026
Q2 		$145K Hold
1,562
– – 0.01% 329
2026
Q1 		$124K Buy
+1,562
New +$131K 0.01% 349

Other funds holding KBWB

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Acropolis Investment Management's KBWB Position: Q3 2026 in Review

Acropolis Investment Management held its Invesco KBW Bank ETF (KBWB) position steady in Q3 2026 at 1,562 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #335.

Acropolis Investment Management first reported a position in KBWB in Q1 2026 and has held it in 3 quarters since. The position peaked at $145K in Q2 2026. 25 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

  • Acropolis Investment Management held 1,562 shares of Invesco KBW Bank ETF worth $136K as of Q3 2026.
  • Acropolis Investment Management left its Invesco KBW Bank ETF share count unchanged in Q3 2026.
  • Invesco KBW Bank ETF made up 0.01% of Acropolis Investment Management's portfolio in Q3 2026, its #335 holding.
  • Acropolis Investment Management first reported a position in Invesco KBW Bank ETF in Q1 2026 and has held it in 3 quarters since.
  • Acropolis Investment Management's Invesco KBW Bank ETF position peaked at $145K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.