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

Capital Asset 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 Q3	$14.7M	Buy	+166,871	New	+$15.9M	0.5%	37

Other funds holding KBWB

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return

RFG Holdings Argyle, Texas $481M AUM 18.99% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Capital Asset Advisory Services's KBWB Position: Q3 2026 in Review

Capital Asset Advisory Services opened a new position in Invesco KBW Bank ETF (KBWB) in Q3 2026: 166,871 shares worth $14.7M. The stake represents 0.5% of the portfolio and ranks #37 among its holdings.

120 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

Capital Asset Advisory Services held 166,871 shares of Invesco KBW Bank ETF worth $14.7M as of Q3 2026.
Invesco KBW Bank ETF was a new Capital Asset Advisory Services position in Q3 2026.
Invesco KBW Bank ETF made up 0.5% of Capital Asset Advisory Services's portfolio in Q3 2026, its #37 holding.
120 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on Capital Asset Advisory Services's 13F filing for Q3 2026, filed 30 Oct 2026.