AAS
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
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

LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Annex Advisory Services's KBWB Position: Q2 2026 in Review

Annex Advisory Services increased its Invesco KBW Bank ETF (KBWB) stake by 94% in Q2 2026, buying an estimated $32.1M and bringing the position to 756,328 shares worth $70.3M. The position accounts for 1.2% of the portfolio, ranked #25.

Annex Advisory Services first reported a position in KBWB in Q1 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Annex Advisory Services held 756,328 shares of Invesco KBW Bank ETF worth $70.3M as of Q2 2026.
  • Annex Advisory Services bought 367,271 Invesco KBW Bank ETF shares in Q2 2026, an estimated $32.1M.
  • Invesco KBW Bank ETF made up 1.2% of Annex Advisory Services's portfolio in Q2 2026, its #25 holding.
  • Annex Advisory Services first reported a position in Invesco KBW Bank ETF in Q1 2026 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.