Capital Advisory Group Advisory Services’s Invesco KBW Bank ETF KBWB Stock Holding History

Capital Advisory Group 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
2022 Q3	–	Sell	-51	Closed	-$3K	–	171
2022 Q2	$3K	Buy	+51	New	+$2.92K	﹤0.01%	198

Other funds holding KBWB

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

WBG

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

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

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

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

Capital Advisory Group Advisory Services's KBWB Position: Q3 2022 in Review

Capital Advisory Group Advisory Services sold out of Invesco KBW Bank ETF (KBWB) in Q3 2022, closing a stake of 51 shares — an estimated $3K sold.

Capital Advisory Group Advisory Services first reported a position in KBWB in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 139 funds tracked by Wall St. Rank hold KBWB as of Q3 2022.

Capital Advisory Group Advisory Services reported no remaining Invesco KBW Bank ETF position as of Q3 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 51 Invesco KBW Bank ETF shares in Q3 2022, an estimated $3K.
Capital Advisory Group Advisory Services first reported a position in Invesco KBW Bank ETF in Q2 2022 and held it in 1 quarter.
Capital Advisory Group Advisory Services's Invesco KBW Bank ETF position peaked at $3K in Q2 2022.
139 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q3 2022, filed 7 Nov 2022.