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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
Q2 		$929K Buy
9,655
+2,120
+28% +$185K 0.26% 80
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

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Advisor Resource Council's KBWB Position: Q2 2026 in Review

Advisor Resource Council increased its Invesco KBW Bank ETF (KBWB) stake by 28% in Q2 2026, buying an estimated $185K and bringing the position to 9,655 shares worth $929K. The position accounts for 0.26% of the portfolio, ranked #80.

Advisor Resource Council first reported a position in KBWB in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.5M in Q1 2025. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Advisor Resource Council held 9,655 shares of Invesco KBW Bank ETF worth $929K as of Q2 2026.
  • Advisor Resource Council bought 2,120 Invesco KBW Bank ETF shares in Q2 2026, an estimated $185K.
  • Invesco KBW Bank ETF made up 0.26% of Advisor Resource Council's portfolio in Q2 2026, its #80 holding.
  • Advisor Resource Council first reported a position in Invesco KBW Bank ETF in Q1 2025 and has held it in 5 quarters since.
  • Advisor Resource Council's Invesco KBW Bank ETF position peaked at $2.5M in Q1 2025.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.