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Advisor Resource Council’s Invesco KBW Bank ETF KBWB Stock Holding History

Advisor Resource Council’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
Q1 		$596K Sell
7,535
-2,217
-23% -$185K 0.19% 107
2025
Q4 		$855K Buy
+9,752
New +$771K 0.3% 74
2025
Q3 		– Sell
-9,433
Closed -$676K – 113
2025
Q2 		$676K Sell
9,433
-39,775
-81% -$2.52M 0.26% 63
2025
Q1 		$2.5M Buy
+49,208
New +$3.31M 0.2% 128

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Advisor Resource Council's KBWB Position: Q1 2026 in Review

Advisor Resource Council reduced its Invesco KBW Bank ETF (KBWB) stake by 23% in Q1 2026, selling an estimated $185K and leaving 7,535 shares worth $596K. The position accounts for 0.19% of the portfolio, ranked #107.

Advisor Resource Council first reported a position in KBWB in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.5M in Q1 2025. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Advisor Resource Council held 7,535 shares of Invesco KBW Bank ETF worth $596K as of Q1 2026.
  • Advisor Resource Council sold 2,217 Invesco KBW Bank ETF shares in Q1 2026, an estimated $185K.
  • Invesco KBW Bank ETF made up 0.19% of Advisor Resource Council's portfolio in Q1 2026, its #107 holding.
  • Advisor Resource Council first reported a position in Invesco KBW Bank ETF in Q1 2025 and has held it in 4 quarters since.
  • Advisor Resource Council's Invesco KBW Bank ETF position peaked at $2.5M in Q1 2025.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.