Atria Investments’s Invesco KBW Bank ETF KBWB Stock Holding History

Atria Investments’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	-3,531	Closed	-$253K	–	2101
2025 Q2	$253K	Sell	3,531 -3,505	-50%	-$222K	﹤0.01%	1793
2025 Q1	$442K	Sell	7,036 -646	-8%	-$43.4K	0.01%	1419
2024 Q4	$502K	Sell	7,682 -630	-8%	-$41.2K	0.01%	1327
2024 Q3	$487K	Sell	8,312 -502	-6%	-$28.6K	0.01%	1332
2024 Q2	$472K	Buy	+8,814	New	+$465K	0.01%	1335

Other funds holding KBWB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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 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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Investments's KBWB Position: Q3 2025 in Review

Atria Investments sold out of Invesco KBW Bank ETF (KBWB) in Q3 2025, closing a stake of 3,531 shares — an estimated $253K sold.

Atria Investments first reported a position in KBWB in Q2 2024 and held it in 5 quarters. The position peaked at $502K in Q4 2024. 260 funds tracked by Wall St. Rank hold KBWB as of Q3 2025.

Atria Investments reported no remaining Invesco KBW Bank ETF position as of Q3 2025 after selling out during the quarter.
Atria Investments sold 3,531 Invesco KBW Bank ETF shares in Q3 2025, an estimated $253K.
Atria Investments first reported a position in Invesco KBW Bank ETF in Q2 2024 and held it in 5 quarters.
Atria Investments's Invesco KBW Bank ETF position peaked at $502K in Q4 2024.
260 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.