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

Congress 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
2025 Q2	$49.6M	Sell
2025 Q1	$60M	Sell
2024 Q4	$63.8M	Sell
2024 Q3	$58M	Buy
2024 Q2	$37.9M	Buy
2024 Q1	$11.5M	Buy