AWA
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ARS Wealth Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

ARS Wealth Advisors’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
2020
Q1 		– Sell
-4,706
Closed -$274K – 104
2019
Q4 		$274K Sell
4,706
-1,243
-21% -$68.5K 0.08% 94
2019
Q3 		$306K Sell
5,949
-1,577
-21% -$79K 0.1% 80
2019
Q2 		$380K Sell
7,526
-12,815
-63% -$644K 0.12% 73
2019
Q1 		$980K Sell
20,341
-3,835
-16% -$190K 0.31% 46
2018
Q4 		$1.06M Sell
24,176
-6,809
-22% -$341K 0.39% 37
2018
Q3 		$1.68M Sell
30,985
-2,434
-7% -$137K 0.56% 30
2018
Q2 		$1.79M Buy
+33,419
New +$1.86M 0.64% 27

Other funds holding KBWB

Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return