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
2025
Q1
$623K Sell
2024
Q4
$671K Buy
2024
Q3
$601K Sell
2024
Q2
$619K Sell
2024
Q1
$634K Buy
2023
Q4
$581K Sell
2023
Q3
$1.97M Buy
2023
Q2
$1.97M Buy
2023
Q1
$937K Buy
2022
Q4
$439K Sell
2022
Q3
$1.42M Sell
2022
Q2
$1.63M Sell
2022
Q1
$2.09M Buy