CWM
Congress Wealth Management’s Invesco KBW Bank ETF KBWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.6M | Sell |
692,760
-263,083
| -28% | -$18.8M | 0.48% | 39 |
|
|
2025
Q1 | $60M | Sell |
955,843
-20,172
| -2% | -$1.27M | 0.72% | 22 |
|
|
2024
Q4 | $63.8M | Sell |
976,015
-13,598
| -1% | -$889K | 0.88% | 18 |
|
|
2024
Q3 | $58M | Buy |
989,613
+280,464
| +40% | +$16.4M | 0.77% | 19 |
|
|
2024
Q2 | $37.9M | Buy |
709,149
+494,798
| +231% | +$26.5M | 0.6% | 30 |
|
|
2024
Q1 | $11.5M | Buy |
+214,351
| New | +$11.5M | 0.2% | 152 |
|