Activest Wealth Management
KBWB icon

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

Activest 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
2026
Q3 		$37.1K Hold
425
– – 0.01% 323
2026
Q2 		$39.5K Buy
+425
New +$37.2K 0.01% 310

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WBG
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Harel Insurance Investments & Financial Services
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Temasek Holdings
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Meitav Investment House
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Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Activest Wealth Management's KBWB Position: Q3 2026 in Review

Activest Wealth Management held its Invesco KBW Bank ETF (KBWB) position steady in Q3 2026 at 425 shares worth $37.1K. The position accounts for 0.01% of the portfolio, ranked #323.

Activest Wealth Management first reported a position in KBWB in Q2 2026 and has held it in 2 quarters since. The position peaked at $39.5K in Q2 2026. 229 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

  • Activest Wealth Management held 425 shares of Invesco KBW Bank ETF worth $37.1K as of Q3 2026.
  • Activest Wealth Management left its Invesco KBW Bank ETF share count unchanged in Q3 2026.
  • Invesco KBW Bank ETF made up 0.01% of Activest Wealth Management's portfolio in Q3 2026, its #323 holding.
  • Activest Wealth Management first reported a position in Invesco KBW Bank ETF in Q2 2026 and has held it in 2 quarters since.
  • Activest Wealth Management's Invesco KBW Bank ETF position peaked at $39.5K in Q2 2026.
  • 229 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.