Concentrum Wealth Management
KBWB icon

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
Q2 		– Sell
-5,000
Closed -$396K – 129
2026
Q1 		$396K Buy
+5,000
New +$418K 0.12% 72

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Concentrum Wealth Management's KBWB Position: Q2 2026 in Review

Concentrum Wealth Management sold out of Invesco KBW Bank ETF (KBWB) in Q2 2026, closing a stake of 5,000 shares — an estimated $396K sold.

Concentrum Wealth Management first reported a position in KBWB in Q1 2026 and held it in 1 quarter. The position peaked at $396K in Q1 2026. 340 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Concentrum Wealth Management reported no remaining Invesco KBW Bank ETF position as of Q2 2026 after selling out during the quarter.
  • Concentrum Wealth Management sold 5,000 Invesco KBW Bank ETF shares in Q2 2026, an estimated $396K.
  • Concentrum Wealth Management first reported a position in Invesco KBW Bank ETF in Q1 2026 and held it in 1 quarter.
  • Concentrum Wealth Management's Invesco KBW Bank ETF position peaked at $396K in Q1 2026.
  • 340 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Concentrum Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.