AE Wealth Management’s Invesco KBW Bank ETF KBWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.9K | Buy |
459
+313
| +214% | +$22.4K | ﹤0.01% | 1674 |
|
|
2025
Q1 | $9.16K | Buy |
146
+98
| +204% | +$6.15K | ﹤0.01% | 1868 |
|
|
2024
Q4 | $3.14K | Buy |
+48
| New | +$3.14K | ﹤0.01% | 1961 |
|
|
2022
Q1 | – | Sell |
-17,188
| Closed | -$1.17M | – | 1747 |
|
|
2021
Q4 | $1.17M | Buy |
17,188
+4,307
| +33% | +$292K | 0.01% | 880 |
|
|
2021
Q3 | $864K | Buy |
12,881
+3,111
| +32% | +$209K | 0.01% | 917 |
|
|
2021
Q2 | $629K | Buy |
+9,770
| New | +$629K | 0.01% | 1044 |
|