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

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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. 339 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.
  • 339 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.