Concentrum Wealth Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Concentrum Wealth Management’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 Q1	$396K	Buy	+5,000	New	+$418K	0.12%	72

Other funds holding KBWB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Concentrum Wealth Management's KBWB Position: Q1 2026 in Review

Concentrum Wealth Management opened a new position in Invesco KBW Bank ETF (KBWB) in Q1 2026: 5,000 shares worth $396K. The stake represents 0.12% of the portfolio and ranks #72 among its holdings.

300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

Concentrum Wealth Management held 5,000 shares of Invesco KBW Bank ETF worth $396K as of Q1 2026.
Invesco KBW Bank ETF was a new Concentrum Wealth Management position in Q1 2026.
Invesco KBW Bank ETF made up 0.12% of Concentrum Wealth Management's portfolio in Q1 2026, its #72 holding.
300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Concentrum Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.