BAM
KBWB icon

Belpointe Asset Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Belpointe Asset 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
2026
Q2 		$453K Buy
+4,875
New +$426K 0.01% 750
2023
Q2 		– Sell
-190
Closed -$7.98K – 2042
2023
Q1 		$7.98K Sell
190
-44
-19% -$2.3K ﹤0.01% 2825
2022
Q4 		$12.1K Buy
+234
New +$12.3K ﹤0.01% 2512

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

Belpointe Asset Management's KBWB Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in Invesco KBW Bank ETF (KBWB) in Q2 2026: 4,875 shares worth $453K. The stake represents 0.01% of the portfolio and ranks #750 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in KBWB as recently as Q1 2023.

Belpointe Asset Management first reported a position in KBWB in Q4 2022 and has held it in 3 quarters since. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Belpointe Asset Management held 4,875 shares of Invesco KBW Bank ETF worth $453K as of Q2 2026.
  • Invesco KBW Bank ETF was a new Belpointe Asset Management position in Q2 2026.
  • Invesco KBW Bank ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #750 holding.
  • Belpointe Asset Management first reported a position in Invesco KBW Bank ETF in Q4 2022 and has held it in 3 quarters since.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.