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Carmichael Hill & Associates’s Invesco KBW Bank ETF KBWB Stock Holding History

Carmichael Hill & Associates’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
2024
Q3 		$5.22K Hold
89
– – ﹤0.01% 659
2024
Q2 		$4.76K Hold
89
– – ﹤0.01% 643
2024
Q1 		$4.78K Hold
89
– – ﹤0.01% 637
2023
Q4 		$4.38K Buy
+89
New +$3.77K ﹤0.01% 658

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carmichael Hill & Associates's KBWB Position: Q3 2024 in Review

Carmichael Hill & Associates held its Invesco KBW Bank ETF (KBWB) position steady in Q3 2024 at 89 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Carmichael Hill & Associates first reported a position in KBWB in Q4 2023 and has held it in 4 quarters since. 165 funds tracked by Wall St. Rank hold KBWB as of Q3 2024.

  • Carmichael Hill & Associates held 89 shares of Invesco KBW Bank ETF worth $5.22K as of Q3 2024.
  • Carmichael Hill & Associates left its Invesco KBW Bank ETF share count unchanged in Q3 2024.
  • Invesco KBW Bank ETF made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #659 holding.
  • Carmichael Hill & Associates first reported a position in Invesco KBW Bank ETF in Q4 2023 and has held it in 4 quarters since.
  • 165 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.