AWM
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Avior Wealth Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-164
Closed -$10.7K – 1589
2024
Q4 		$10.7K Buy
164
+69
+73% +$4.51K ﹤0.01% 1595
2024
Q3 		$5.57K Sell
95
-174
-65% -$9.9K ﹤0.01% 1736
2024
Q2 		$14.4K Sell
269
-95
-26% -$5.01K ﹤0.01% 1416
2024
Q1 		$19.6K Hold
364
– – ﹤0.01% 1611
2023
Q4 		$17.9K Buy
364
+4
+1% +$169 ﹤0.01% 899
2023
Q3 		$14.5K Hold
360
– – ﹤0.01% 982
2023
Q2 		$14.8K Sell
360
-486
-57% -$19.8K ﹤0.01% 970
2023
Q1 		$35.5K Buy
846
+660
+355% +$34.5K ﹤0.01% 849
2022
Q4 		$9.64K Buy
186
+101
+119% +$5.3K ﹤0.01% 859
2022
Q3 		$4K Buy
85
+1
+1% +$55 ﹤0.01% 960
2022
Q2 		$4K Buy
+84
New +$4.82K ﹤0.01% 884

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avior Wealth Management's KBWB Position: Q1 2025 in Review

Avior Wealth Management sold out of Invesco KBW Bank ETF (KBWB) in Q1 2025, closing a stake of 164 shares — an estimated $10.7K sold.

Avior Wealth Management first reported a position in KBWB in Q2 2022 and held it in 11 quarters. The position peaked at $35.5K in Q1 2023. 230 funds tracked by Wall St. Rank hold KBWB as of Q1 2025.

  • Avior Wealth Management reported no remaining Invesco KBW Bank ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 164 Invesco KBW Bank ETF shares in Q1 2025, an estimated $10.7K.
  • Avior Wealth Management first reported a position in Invesco KBW Bank ETF in Q2 2022 and held it in 11 quarters.
  • Avior Wealth Management's Invesco KBW Bank ETF position peaked at $35.5K in Q1 2023.
  • 230 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.