AF
KBWB icon

Advisornet Financial’s Invesco KBW Bank ETF KBWB Stock Holding History

Advisornet Financial’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 		$1.11M Buy
11,955
+631
+6% +$55.2K 0.05% 257
2026
Q1 		$896K Sell
11,324
-198
-2% -$16.6K 0.05% 274
2025
Q4 		$971K Sell
11,522
-3,513
-23% -$278K 0.05% 261
2025
Q3 		$1.18M Buy
15,035
+1,696
+13% +$128K 0.07% 224
2025
Q2 		$955K Sell
13,339
-173
-1% -$11K 0.06% 254
2025
Q1 		$848K Buy
+13,512
New +$909K 0.06% 254
2022
Q4 		– Sell
-921
Closed -$45K – 2441
2022
Q3 		$45K Buy
921
+14
+2% +$764 ﹤0.01% 875
2022
Q2 		$47K Buy
907
+5
+0.6% +$287 ﹤0.01% 881
2022
Q1 		$57K Buy
902
+6
+0.7% +$416 ﹤0.01% 922
2021
Q4 		$61K Buy
896
+5
+0.6% +$350 ﹤0.01% 943
2021
Q3 		$60K Buy
891
+4
+0.5% +$259 ﹤0.01% 945
2021
Q2 		$57K Buy
887
+5
+0.6% +$329 ﹤0.01% 947
2021
Q1 		$55K Buy
882
+5
+0.6% +$288 ﹤0.01% 911
2020
Q4 		$44K Buy
877
+7
+0.8% +$313 ﹤0.01% 902
2020
Q3 		$33K Buy
870
+8
+0.9% +$310 ﹤0.01% 957
2020
Q2 		$33K Buy
862
+9
+1% +$336 ﹤0.01% 967
2020
Q1 		$29K Buy
853
+7
+0.8% +$343 ﹤0.01% 959
2019
Q4 		$49K Buy
846
+6
+0.7% +$331 ﹤0.01% 907
2019
Q3 		$43K Buy
840
+5
+0.6% +$251 ﹤0.01% 958
2019
Q2 		$42K Buy
835
+4
+0.5% +$201 ﹤0.01% 855
2019
Q1 		$40K Buy
831
+7
+0.8% +$347 ﹤0.01% 793
2018
Q4 		$36K Buy
824
+5
+0.6% +$250 0.01% 763
2018
Q3 		$44K Buy
819
+4
+0.5% +$224 0.01% 762
2018
Q2 		$44K Buy
815
+3
+0.4% +$167 0.01% 739
2018
Q1 		$45K Buy
812
+4
+0.5% +$231 0.01% 722
2017
Q4 		$44K Buy
+808
New +$42.7K 0.01% 684

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

Advisornet Financial's KBWB Position: Q2 2026 in Review

Advisornet Financial increased its Invesco KBW Bank ETF (KBWB) stake by 5.6% in Q2 2026, buying an estimated $55.2K and bringing the position to 11,955 shares worth $1.11M. The position accounts for 0.05% of the portfolio, ranked #257.

Advisornet Financial first reported a position in KBWB in Q4 2017 and has held it in 26 quarters since. The position peaked at $1.18M in Q3 2025. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Advisornet Financial held 11,955 shares of Invesco KBW Bank ETF worth $1.11M as of Q2 2026.
  • Advisornet Financial bought 631 Invesco KBW Bank ETF shares in Q2 2026, an estimated $55.2K.
  • Invesco KBW Bank ETF made up 0.05% of Advisornet Financial's portfolio in Q2 2026, its #257 holding.
  • Advisornet Financial first reported a position in Invesco KBW Bank ETF in Q4 2017 and has held it in 26 quarters since.
  • Advisornet Financial's Invesco KBW Bank ETF position peaked at $1.18M in Q3 2025.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.