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

AE Wealth Management’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	$33.8K	Sell	428 -123	-22%	-$10.3K	﹤0.01%	2047
2025 Q4	$46.4K	Buy	551 +37	+7%	+$2.93K	﹤0.01%	1867
2025 Q3	$40.2K	Buy	514 +55	+12%	+$4.14K	﹤0.01%	1761
2025 Q2	$32.9K	Buy	459 +313	+214%	+$19.8K	﹤0.01%	1674
2025 Q1	$9.16K	Buy	146 +98	+204%	+$6.59K	﹤0.01%	1868
2024 Q4	$3.14K	Buy	+48	New	+$3.14K	﹤0.01%	1961
2022 Q1	–	Sell	-17,188	Closed	-$1.17M	–	1752
2021 Q4	$1.17M	Buy	17,188 +4,307	+33%	+$301K	0.01%	880
2021 Q3	$864K	Buy	12,881 +3,111	+32%	+$202K	0.01%	919
2021 Q2	$629K	Buy	+9,770	New	+$642K	0.01%	1047

Other funds holding KBWB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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 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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

AE Wealth Management's KBWB Position: Q1 2026 in Review

AE Wealth Management reduced its Invesco KBW Bank ETF (KBWB) stake by 22% in Q1 2026, selling an estimated $10.3K and leaving 428 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2047.

AE Wealth Management first reported a position in KBWB in Q2 2021 and has held it in 9 quarters since. The position peaked at $1.17M in Q4 2021. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

AE Wealth Management held 428 shares of Invesco KBW Bank ETF worth $33.8K as of Q1 2026.
AE Wealth Management sold 123 Invesco KBW Bank ETF shares in Q1 2026, an estimated $10.3K.
Invesco KBW Bank ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2047 holding.
AE Wealth Management first reported a position in Invesco KBW Bank ETF in Q2 2021 and has held it in 9 quarters since.
AE Wealth Management's Invesco KBW Bank ETF position peaked at $1.17M in Q4 2021.
300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.