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CPR Investments’s Invesco KBW Bank ETF KBWB Stock Holding History

CPR Investments’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
-2,698
Closed -$213K – 63
2026
Q1 		$213K Buy
+2,698
New +$226K 0.14% 48
2024
Q2 		– Sell
-6,744
Closed -$362K – 51
2024
Q1 		$362K Buy
+6,744
New +$335K 0.28% 36

Other funds holding KBWB

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

CPR Investments's KBWB Position: Q2 2026 in Review

CPR Investments sold out of Invesco KBW Bank ETF (KBWB) in Q2 2026, closing a stake of 2,698 shares — an estimated $213K sold.

CPR Investments first reported a position in KBWB in Q1 2024 and held it in 2 quarters. The position peaked at $362K in Q1 2024. 39 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • CPR Investments reported no remaining Invesco KBW Bank ETF position as of Q2 2026 after selling out during the quarter.
  • CPR Investments sold 2,698 Invesco KBW Bank ETF shares in Q2 2026, an estimated $213K.
  • CPR Investments first reported a position in Invesco KBW Bank ETF in Q1 2024 and held it in 2 quarters.
  • CPR Investments's Invesco KBW Bank ETF position peaked at $362K in Q1 2024.
  • 39 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on CPR Investments's 13F filing for Q2 2026, filed 15 Jul 2026.