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 Q2	$294K	Sell	3,163 -1,030	-25%	-$90.1K	﹤0.01%	3580
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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Creative Planning's KBWB Position: Q2 2026 in Review

Creative Planning reduced its Invesco KBW Bank ETF (KBWB) stake by 25% in Q2 2026, selling an estimated $90.1K and leaving 3,163 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #3580.

Creative Planning first reported a position in KBWB in Q1 2014 and has held it in 9 quarters since. The position peaked at $1.11M in Q1 2014. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

Creative Planning held 3,163 shares of Invesco KBW Bank ETF worth $294K as of Q2 2026.
Creative Planning sold 1,030 Invesco KBW Bank ETF shares in Q2 2026, an estimated $90.1K.
Invesco KBW Bank ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3580 holding.
Creative Planning first reported a position in Invesco KBW Bank ETF in Q1 2014 and has held it in 9 quarters since.
Creative Planning's Invesco KBW Bank ETF position peaked at $1.11M in Q1 2014.
338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.