Creative Planning’s Invesco KBW Bank ETF KBWB Stock Holding History

Creative Planning’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	$332K	Buy	4,193 +1,059	+34%	+$88.5K	﹤0.01%	3343
2025 Q4	$264K	Buy	+3,134	New	+$248K	﹤0.01%	3336
2023 Q4	–	Sell	-13,523	Closed	-$542K	–	2929
2023 Q3	$542K	Buy	+13,523	New	+$577K	﹤0.01%	1513
2016 Q2	–	Sell	-353	Closed	-$12K	–	4437
2016 Q1	$12K	Buy	353 +253	+253%	+$8.26K	﹤0.01%	3107
2015 Q4	$4K	Hold	100	–	–	﹤0.01%	3789
2015 Q3	$4K	Buy	+100	New	+$3.86K	﹤0.01%	3716
2014 Q4	–	Sell	-801	Closed	-$29K	–	4255
2014 Q3	$29K	Buy	+801	New	+$29.3K	﹤0.01%	2277
2014 Q2	–	Sell	-30,000	Closed	-$1.11M	–	3871
2014 Q1	$1.11M	Buy	+30,000	New	+$1.07M	0.02%	336

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 Planning's KBWB Position: Q1 2026 in Review

Creative Planning increased its Invesco KBW Bank ETF (KBWB) stake by 34% in Q1 2026, buying an estimated $88.5K and bringing the position to 4,193 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #3343.

Creative Planning first reported a position in KBWB in Q1 2014 and has held it in 8 quarters since. The position peaked at $1.11M in Q1 2014. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

Creative Planning held 4,193 shares of Invesco KBW Bank ETF worth $332K as of Q1 2026.
Creative Planning bought 1,059 Invesco KBW Bank ETF shares in Q1 2026, an estimated $88.5K.
Invesco KBW Bank ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3343 holding.
Creative Planning first reported a position in Invesco KBW Bank ETF in Q1 2014 and has held it in 8 quarters since.
Creative Planning's Invesco KBW Bank ETF position peaked at $1.11M in Q1 2014.
300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.