Annex Advisory Services
KBWB icon

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

Annex 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
2026
Q3 		$70.8M Buy
811,651
+55,323
+7% +$5.29M 1.16% 23
2026
Q2 		$70.3M Buy
756,328
+367,271
+94% +$32.1M 1.2% 25
2026
Q1 		$30.8M Buy
+389,057
New +$32.5M 0.58% 53

Other funds holding KBWB

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

Annex Advisory Services's KBWB Position: Q3 2026 in Review

Annex Advisory Services increased its Invesco KBW Bank ETF (KBWB) stake by 7.3% in Q3 2026, buying an estimated $5.29M and bringing the position to 811,651 shares worth $70.8M. The position accounts for 1.16% of the portfolio, ranked #23.

Annex Advisory Services first reported a position in KBWB in Q1 2026 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

  • Annex Advisory Services held 811,651 shares of Invesco KBW Bank ETF worth $70.8M as of Q3 2026.
  • Annex Advisory Services bought 55,323 Invesco KBW Bank ETF shares in Q3 2026, an estimated $5.29M.
  • Invesco KBW Bank ETF made up 1.16% of Annex Advisory Services's portfolio in Q3 2026, its #23 holding.
  • Annex Advisory Services first reported a position in Invesco KBW Bank ETF in Q1 2026 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.