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Ameritas Advisory Services’s Invesco KBW Bank ETF KBWB Stock Holding History

Ameritas Advisory 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
2025
Q3 		– Sell
-1,193
Closed -$85.5K – 2559
2025
Q2 		$85.5K Buy
+1,193
New +$75.6K ﹤0.01% 1051
2023
Q2 		– Sell
-1,076
Closed -$45.5K – 1631
2023
Q1 		$45.5K Buy
+1,076
New +$56.3K ﹤0.01% 1297

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameritas Advisory Services's KBWB Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Invesco KBW Bank ETF (KBWB) in Q3 2025, closing a stake of 1,193 shares — an estimated $85.5K sold.

Ameritas Advisory Services first reported a position in KBWB in Q1 2023 and held it in 2 quarters. The position peaked at $85.5K in Q2 2025. 260 funds tracked by Wall St. Rank hold KBWB as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Invesco KBW Bank ETF position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 1,193 Invesco KBW Bank ETF shares in Q3 2025, an estimated $85.5K.
  • Ameritas Advisory Services first reported a position in Invesco KBW Bank ETF in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's Invesco KBW Bank ETF position peaked at $85.5K in Q2 2025.
  • 260 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.