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

Advocacy Wealth Management Services’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	$3.99M	Buy	42,923 +4,060	+10%	+$355K	0.15%	69
2026 Q1	$3.07M	Buy	38,863 +891	+2%	+$74.5K	0.14%	68
2025 Q4	$3.2M	Buy	37,972 +1,991	+6%	+$157K	0.13%	72
2025 Q3	$2.81M	Sell	35,981 -2,562	-7%	-$193K	0.12%	73
2025 Q2	$2.76M	Sell	38,543 -7,988	-17%	-$507K	0.17%	42
2025 Q1	$2.92M	Buy	46,531 +40,157	+630%	+$2.7M	0.2%	42
2024 Q4	$417K	Buy	+6,374	New	+$417K	0.03%	46
2022 Q3	–	Sell	-468	Closed	-$24K	–	142
2022 Q2	$24K	Sell	468 -881	-65%	-$50.5K	﹤0.01%	75
2022 Q1	$85K	Sell	1,349 -292,489	-100%	-$20.3M	0.01%	40
2021 Q4	$19.9M	Buy	293,838 +11,816	+4%	+$827K	3.33%	7
2021 Q3	$18.9M	Buy	282,022 +11,166	+4%	+$723K	3.41%	7
2021 Q2	$17.4M	Sell	270,856 -2,529	-0.9%	-$166K	3.23%	7
2021 Q1	$17.1M	Sell	273,385 -41,996	-13%	-$2.42M	3.41%	6
2020 Q4	$15.9M	Sell	315,381 -26,467	-8%	-$1.18M	2.38%	8
2020 Q3	$12.9M	Buy	341,848 +219,860	+180%	+$8.51M	2.07%	9
2020 Q2	$4.66M	Buy	+121,988	New	+$4.56M	0.94%	16
2016 Q1	–	Sell	-375	Closed	-$14K	–	537
2015 Q4	$14K	Buy	+375	New	+$14.2K	0.02%	309

Other funds holding KBWB

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

RFG Holdings Argyle, Texas $477M AUM 26.7% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

APA

Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

WP Advisors San Francisco, California $413M AUM 26.32% 1-Year Est. Return

Advocacy Wealth Management Services's KBWB Position: Q2 2026 in Review

Advocacy Wealth Management Services increased its Invesco KBW Bank ETF (KBWB) stake by 10% in Q2 2026, buying an estimated $355K and bringing the position to 42,923 shares worth $3.99M. The position accounts for 0.15% of the portfolio, ranked #69.

Advocacy Wealth Management Services first reported a position in KBWB in Q4 2015 and has held it in 17 quarters since. The position peaked at $19.9M in Q4 2021. 131 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

Advocacy Wealth Management Services held 42,923 shares of Invesco KBW Bank ETF worth $3.99M as of Q2 2026.
Advocacy Wealth Management Services bought 4,060 Invesco KBW Bank ETF shares in Q2 2026, an estimated $355K.
Invesco KBW Bank ETF made up 0.15% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #69 holding.
Advocacy Wealth Management Services first reported a position in Invesco KBW Bank ETF in Q4 2015 and has held it in 17 quarters since.
Advocacy Wealth Management Services's Invesco KBW Bank ETF position peaked at $19.9M in Q4 2021.
131 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.