CWA
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Clearview Wealth Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

Clearview Wealth Advisors’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
2023
Q3 		– Sell
-1,992
Closed -$81.8K – 382
2023
Q2 		$81.8K Buy
1,992
+12
+0.6% +$489 0.08% 159
2023
Q1 		$83.1K Buy
1,980
+11
+0.6% +$575 0.08% 161
2022
Q4 		$102K Buy
1,969
+7
+0.4% +$367 0.08% 118
2022
Q3 		$96K Buy
1,962
+7
+0.4% +$382 0.08% 118
2022
Q2 		$101K Sell
1,955
-172
-8% -$9.86K 0.08% 123
2022
Q1 		$136K Buy
2,127
+4
+0.2% +$277 0.09% 107
2021
Q4 		$144K Sell
2,123
-255
-11% -$17.8K 0.09% 125
2021
Q3 		$160K Sell
2,378
-31
-1% -$2.01K 0.1% 127
2021
Q2 		$155K Buy
2,409
+4
+0.2% +$263 0.1% 127
2021
Q1 		$149K Sell
2,405
-3,111
-56% -$179K 0.1% 129
2020
Q4 		$278K Buy
+5,516
New +$246K 0.19% 93

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WA
WP Advisors San Francisco, California $387M AUM 21.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearview Wealth Advisors's KBWB Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Invesco KBW Bank ETF (KBWB) in Q3 2023, closing a stake of 1,992 shares — an estimated $81.8K sold.

Clearview Wealth Advisors first reported a position in KBWB in Q4 2020 and held it in 11 quarters. The position peaked at $278K in Q4 2020. 142 funds tracked by Wall St. Rank hold KBWB as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Invesco KBW Bank ETF position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 1,992 Invesco KBW Bank ETF shares in Q3 2023, an estimated $81.8K.
  • Clearview Wealth Advisors first reported a position in Invesco KBW Bank ETF in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Invesco KBW Bank ETF position peaked at $278K in Q4 2020.
  • 142 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.