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City Center Advisors LLC’s Invesco KBW Bank ETF KBWB Stock Holding History

City Center Advisors LLC’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 		$1.02M Buy
11,732
+3,165
+37% +$302K 0.78% 29
2026
Q2 		$797K Buy
8,567
+189
+2% +$16.5K 0.65% 39
2026
Q1 		$663K Buy
8,378
+101
+1% +$8.44K 0.61% 51
2025
Q4 		$698K Buy
8,277
+287
+4% +$22.7K 0.64% 43
2025
Q3 		$625K Buy
7,990
+213
+3% +$16.1K 0.61% 44
2025
Q2 		$557K Buy
7,777
+137
+2% +$8.69K 0.6% 34
2025
Q1 		$480K Sell
7,640
-58
-0.8% -$3.9K 0.56% 61
2024
Q4 		$503K Buy
+7,698
New +$503K 0.56% 54

Other funds holding KBWB

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

City Center Advisors LLC's KBWB Position: Q3 2026 in Review

City Center Advisors LLC increased its Invesco KBW Bank ETF (KBWB) stake by 37% in Q3 2026, buying an estimated $302K and bringing the position to 11,732 shares worth $1.02M. The position accounts for 0.78% of the portfolio, ranked #29.

City Center Advisors LLC first reported a position in KBWB in Q4 2024 and has held it in 8 quarters since. 23 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

  • City Center Advisors LLC held 11,732 shares of Invesco KBW Bank ETF worth $1.02M as of Q3 2026.
  • City Center Advisors LLC bought 3,165 Invesco KBW Bank ETF shares in Q3 2026, an estimated $302K.
  • Invesco KBW Bank ETF made up 0.78% of City Center Advisors LLC's portfolio in Q3 2026, its #29 holding.
  • City Center Advisors LLC first reported a position in Invesco KBW Bank ETF in Q4 2024 and has held it in 8 quarters since.
  • 23 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on City Center Advisors LLC's 13F filing for Q3 2026, filed 8 Oct 2026.