Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

Cambridge Investment Research Advisors’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 		$2.1M Sell
22,605
-300
-1% -$26.2K ﹤0.01% 1652
2026
Q1 		$1.81M Sell
22,905
-2,761
-11% -$231K ﹤0.01% 1668
2025
Q4 		$2.16M Buy
25,666
+2,522
+11% +$199K 0.01% 1459
2025
Q3 		$1.81M Sell
23,144
-569
-2% -$42.9K 0.01% 1580
2025
Q2 		$1.7M Sell
23,713
-2,027
-8% -$129K 0.01% 1549
2025
Q1 		$1.62M Buy
25,740
+9,897
+62% +$666K 0.01% 1485
2024
Q4 		$1.03M Buy
15,843
+2,381
+18% +$156K ﹤0.01% 1845
2024
Q3 		$789K Sell
13,462
-202
-1% -$11.5K ﹤0.01% 2048
2024
Q2 		$731K Buy
13,664
+478
+4% +$25.2K ﹤0.01% 2001
2024
Q1 		$708K Sell
13,186
-431
-3% -$21.4K ﹤0.01% 1980
2023
Q4 		$670K Sell
13,617
-468
-3% -$19.8K ﹤0.01% 1952
2023
Q3 		$564K Sell
14,085
-1,396
-9% -$59.5K ﹤0.01% 1989
2023
Q2 		$635K Sell
15,481
-454
-3% -$18.5K ﹤0.01% 1954
2023
Q1 		$669K Buy
15,935
+4,480
+39% +$234K ﹤0.01% 1881
2022
Q4 		$591K Buy
11,455
+1,158
+11% +$60.8K ﹤0.01% 1893
2022
Q3 		$506K Buy
10,297
+324
+3% +$17.7K ﹤0.01% 1930
2022
Q2 		$516K Sell
9,973
-1,682
-14% -$96.5K ﹤0.01% 1939
2022
Q1 		$743K Sell
11,655
-41,239
-78% -$2.86M ﹤0.01% 1801
2021
Q4 		$3.59M Buy
52,894
+31,306
+145% +$2.19M 0.02% 817
2021
Q3 		$1.45M Sell
21,588
-15,455
-42% -$1M 0.01% 1272
2021
Q2 		$2.39M Buy
37,043
+14,067
+61% +$925K 0.01% 1011
2021
Q1 		$1.42M Buy
+22,976
New +$1.32M 0.01% 1207
2018
Q3 		– Sell
-40,663
Closed -$2.18M – 2272
2018
Q2 		$2.18M Buy
+40,663
New +$2.26M 0.02% 621
2017
Q2 		– Sell
-6,600
Closed -$314K – 1957
2017
Q1 		$314K Buy
+6,600
New +$319K 0.01% 1346

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

Cambridge Investment Research Advisors's KBWB Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Invesco KBW Bank ETF (KBWB) stake by 1.3% in Q2 2026, selling an estimated $26.2K and leaving 22,605 shares worth $2.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1652.

Cambridge Investment Research Advisors first reported a position in KBWB in Q1 2017 and has held it in 24 quarters since. The position peaked at $3.59M in Q4 2021. 339 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Cambridge Investment Research Advisors held 22,605 shares of Invesco KBW Bank ETF worth $2.1M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 300 Invesco KBW Bank ETF shares in Q2 2026, an estimated $26.2K.
  • Invesco KBW Bank ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1652 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco KBW Bank ETF in Q1 2017 and has held it in 24 quarters since.
  • Cambridge Investment Research Advisors's Invesco KBW Bank ETF position peaked at $3.59M in Q4 2021.
  • 339 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.