Creative Financial Designs’s Invesco KBW Bank ETF KBWB Stock Holding History

Creative Financial Designs’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	$3.64K	Hold	46	–	–	﹤0.01%	1661
2025 Q4	$3.88K	Hold	46	–	–	﹤0.01%	1567
2025 Q3	$3.6K	Hold	46	–	–	﹤0.01%	1598
2025 Q2	$3.29K	Hold	46	–	–	﹤0.01%	1600
2025 Q1	$2.89K	Sell	46 -1	-2%	-$67	﹤0.01%	1607
2024 Q4	$3.07K	Hold	47	–	–	﹤0.01%	1517
2024 Q3	$2.75K	Hold	47	–	–	﹤0.01%	1491
2024 Q2	$2.52K	Hold	47	–	–	﹤0.01%	1459
2024 Q1	$2.52K	Hold	47	–	–	﹤0.01%	1453
2023 Q4	$2.31K	Hold	47	–	–	﹤0.01%	1409
2023 Q3	$1.88K	Hold	47	–	–	﹤0.01%	1351
2023 Q2	$1.93K	Hold	47	–	–	﹤0.01%	1319
2023 Q1	$1.97K	Sell	47 -40	-46%	-$2.09K	﹤0.01%	1262
2022 Q4	$4.49K	Hold	87	–	–	﹤0.01%	1055
2022 Q3	$4K	Hold	87	–	–	﹤0.01%	1075
2022 Q2	$5K	Sell	87 -14	-14%	-$803	﹤0.01%	1001
2022 Q1	$6K	Sell	101 -829	-89%	-$57.5K	﹤0.01%	1006
2021 Q4	$63K	Buy	930 +95	+11%	+$6.65K	0.01%	525
2021 Q3	$56K	Buy	835 +79	+10%	+$5.12K	0.01%	589
2021 Q2	$49K	Buy	756 +433	+134%	+$28.5K	0.01%	607
2021 Q1	$20K	Buy	+323	New	+$18.6K	﹤0.01%	784

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

Creative Financial Designs's KBWB Position: Q1 2026 in Review

Creative Financial Designs held its Invesco KBW Bank ETF (KBWB) position steady in Q1 2026 at 46 shares worth $3.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

Creative Financial Designs first reported a position in KBWB in Q1 2021 and has held it in 21 quarters since. The position peaked at $63K in Q4 2021. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

Creative Financial Designs held 46 shares of Invesco KBW Bank ETF worth $3.64K as of Q1 2026.
Creative Financial Designs left its Invesco KBW Bank ETF share count unchanged in Q1 2026.
Invesco KBW Bank ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1661 holding.
Creative Financial Designs first reported a position in Invesco KBW Bank ETF in Q1 2021 and has held it in 21 quarters since.
Creative Financial Designs's Invesco KBW Bank ETF position peaked at $63K in Q4 2021.
300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.