Creative Planning
KBWB icon

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

Creative Planning’s Portfolio KBWB Stock Details KBWB Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$264K Buy
2023
Q4 		– Sell
2023
Q3 		$542K Buy
2016
Q2 		– Sell
2016
Q1 		$12K Buy
2015
Q4 		$4K Hold
2015
Q3 		$4K Buy
2014
Q4 		– Sell
2014
Q3 		$29K Buy
2014
Q2 		– Sell
2014
Q1 		$1.11M Buy