Atria Wealth Solutions’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 Q2	–	Sell	-9,921	Closed	-$623K	–	1713
2025 Q1	$623K	Sell	9,921 -340	-3%	-$22.9K	0.01%	1094
2024 Q4	$671K	Buy	10,261 +4	+0%	+$262	0.01%	1106
2024 Q3	$601K	Sell	10,257 -1,320	-11%	-$75.1K	0.01%	1147
2024 Q2	$619K	Sell	11,577 -245	-2%	-$12.9K	0.01%	1127
2024 Q1	$634K	Buy	11,822 +6	+0.1%	+$298	0.01%	1137
2023 Q4	$581K	Sell	11,816 -37,359	-76%	-$1.58M	0.01%	1135
2023 Q3	$1.97M	Buy	49,175 +1,303	+3%	+$55.6K	0.03%	567
2023 Q2	$1.97M	Buy	47,872 +25,540	+114%	+$1.04M	0.03%	574
2023 Q1	$937K	Buy	22,332 +13,824	+162%	+$723K	0.01%	826
2022 Q4	$439K	Sell	8,508 -20,425	-71%	-$1.07M	0.01%	1149
2022 Q3	$1.42M	Sell	28,933 -2,637	-8%	-$144K	0.02%	601
2022 Q2	$1.63M	Sell	31,570 -1,179	-4%	-$67.6K	0.03%	505
2022 Q1	$2.09M	Buy	+32,749	New	+$2.27M	0.03%	470