APW
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Aventura Private Wealth’s Invesco KBW Bank ETF KBWB Stock Holding History

Aventura Private Wealth’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
2026
Q2 		– Sell
-87
Closed -$6.88K – 1005
2026
Q1 		$6.88K Buy
+87
New +$7.27K ﹤0.01% 597

Other funds holding KBWB

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Aventura Private Wealth's KBWB Position: Q2 2026 in Review

Aventura Private Wealth sold out of Invesco KBW Bank ETF (KBWB) in Q2 2026, closing a stake of 87 shares — an estimated $6.88K sold.

Aventura Private Wealth first reported a position in KBWB in Q1 2026 and held it in 1 quarter. The position peaked at $6.88K in Q1 2026. 39 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Aventura Private Wealth reported no remaining Invesco KBW Bank ETF position as of Q2 2026 after selling out during the quarter.
  • Aventura Private Wealth sold 87 Invesco KBW Bank ETF shares in Q2 2026, an estimated $6.88K.
  • Aventura Private Wealth first reported a position in Invesco KBW Bank ETF in Q1 2026 and held it in 1 quarter.
  • Aventura Private Wealth's Invesco KBW Bank ETF position peaked at $6.88K in Q1 2026.
  • 39 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.