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Atria Wealth Solutions’s Invesco KBW Bank ETF KBWB Stock Holding History

Atria Wealth Solutions’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
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

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's KBWB Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Invesco KBW Bank ETF (KBWB) in Q2 2025, closing a stake of 9,921 shares — an estimated $623K sold.

Atria Wealth Solutions first reported a position in KBWB in Q1 2022 and held it in 13 quarters. The position peaked at $2.09M in Q1 2022. 231 funds tracked by Wall St. Rank hold KBWB as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Invesco KBW Bank ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 9,921 Invesco KBW Bank ETF shares in Q2 2025, an estimated $623K.
  • Atria Wealth Solutions first reported a position in Invesco KBW Bank ETF in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Invesco KBW Bank ETF position peaked at $2.09M in Q1 2022.
  • 231 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.