Buck Wealth Strategies’s Invesco KBW Bank ETF KBWB Stock Holding History

Buck Wealth Strategies’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
2023 Q4	–	Sell	-500	Closed	-$20K	–	222
2023 Q3	$20K	Sell	500 -1,168	-70%	-$49.8K	0.01%	162
2023 Q2	$117K	Buy	+1,668	New	+$67.9K	0.05%	48

Other funds holding KBWB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Buck Wealth Strategies's KBWB Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Invesco KBW Bank ETF (KBWB) in Q4 2023, closing a stake of 500 shares — an estimated $20K sold.

Buck Wealth Strategies first reported a position in KBWB in Q2 2023 and held it in 2 quarters. The position peaked at $117K in Q2 2023. 159 funds tracked by Wall St. Rank hold KBWB as of Q4 2023.

Buck Wealth Strategies reported no remaining Invesco KBW Bank ETF position as of Q4 2023 after selling out during the quarter.
Buck Wealth Strategies sold 500 Invesco KBW Bank ETF shares in Q4 2023, an estimated $20K.
Buck Wealth Strategies first reported a position in Invesco KBW Bank ETF in Q2 2023 and held it in 2 quarters.
Buck Wealth Strategies's Invesco KBW Bank ETF position peaked at $117K in Q2 2023.
159 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.