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 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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

City Center Advisors LLC's KBWB Position: Q2 2026 in Review

City Center Advisors LLC increased its Invesco KBW Bank ETF (KBWB) stake by 2.3% in Q2 2026, buying an estimated $16.5K and bringing the position to 8,567 shares worth $797K. The position accounts for 0.65% of the portfolio, ranked #39.

City Center Advisors LLC first reported a position in KBWB in Q4 2024 and has held it in 7 quarters since. 39 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

City Center Advisors LLC held 8,567 shares of Invesco KBW Bank ETF worth $797K as of Q2 2026.
City Center Advisors LLC bought 189 Invesco KBW Bank ETF shares in Q2 2026, an estimated $16.5K.
Invesco KBW Bank ETF made up 0.65% of City Center Advisors LLC's portfolio in Q2 2026, its #39 holding.
City Center Advisors LLC first reported a position in Invesco KBW Bank ETF in Q4 2024 and has held it in 7 quarters since.
39 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on City Center Advisors LLC's 13F filing for Q2 2026, filed 7 Jul 2026.