Beacon Investment Advisory Services’s Invesco KBW Bank ETF KBWB Stock Holding History

Beacon Investment Advisory Services’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	$24K	Buy	+258	New	+$22.6K	﹤0.01%	521

Other funds holding KBWB

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Beacon Investment Advisory Services's KBWB Position: Q2 2026 in Review

Beacon Investment Advisory Services opened a new position in Invesco KBW Bank ETF (KBWB) in Q2 2026: 258 shares worth $24K. The stake represents ﹤0.01% of the portfolio and ranks #521 among its holdings.

38 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

Beacon Investment Advisory Services held 258 shares of Invesco KBW Bank ETF worth $24K as of Q2 2026.
Invesco KBW Bank ETF was a new Beacon Investment Advisory Services position in Q2 2026.
Invesco KBW Bank ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #521 holding.
38 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.