Aptus Capital Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $939 | Hold |
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|
2025
Q2 | $875 | Sell |
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|
2025
Q1 | $2.02K | Sell |
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|
2024
Q4 | $3.08K | Sell |
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|
2024
Q3 | $6.68K | Hold |
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|
2024
Q2 | $6.1K | Sell |
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|
2024
Q1 | $14.8K | Sell |
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|
2023
Q4 | $19.6K | Sell |
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|
2023
Q3 | $17.9K | Hold |
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|
2023
Q2 | $18.3K | Buy |
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|
2023
Q1 | $17.7K | Buy |
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|
2022
Q4 | $16.1K | Hold |
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|
2022
Q3 | $15K | Hold |
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|
2022
Q2 | $16K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $27K | Sell |
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|
2021
Q3 | $27K | Buy |
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|
2021
Q2 | $20K | Buy |
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