CW
KBWB icon

CreativeOne Wealth’s Invesco KBW Bank ETF KBWB Stock Holding History

CreativeOne Wealth’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 		$972K Buy
10,453
+1,143
+12% +$100K 0.02% 589
2026
Q1 		$737K Sell
9,310
-48
-0.5% -$4.01K 0.02% 675
2025
Q4 		$789K Sell
9,358
-180
-2% -$14.2K 0.02% 637
2025
Q3 		$746K Sell
9,538
-505
-5% -$38.1K 0.02% 649
2025
Q2 		$719K Buy
10,043
+1,090
+12% +$69.1K 0.02% 639
2025
Q1 		$562K Buy
+8,953
New +$602K 0.02% 652
2022
Q2 		– Sell
-7,431
Closed -$474K – 762
2022
Q1 		$474K Buy
+7,431
New +$515K 0.02% 442

Other funds holding KBWB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
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
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

CreativeOne Wealth's KBWB Position: Q2 2026 in Review

CreativeOne Wealth increased its Invesco KBW Bank ETF (KBWB) stake by 12% in Q2 2026, buying an estimated $100K and bringing the position to 10,453 shares worth $972K. The position accounts for 0.02% of the portfolio, ranked #589.

CreativeOne Wealth first reported a position in KBWB in Q1 2022 and has held it in 7 quarters since. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • CreativeOne Wealth held 10,453 shares of Invesco KBW Bank ETF worth $972K as of Q2 2026.
  • CreativeOne Wealth bought 1,143 Invesco KBW Bank ETF shares in Q2 2026, an estimated $100K.
  • Invesco KBW Bank ETF made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #589 holding.
  • CreativeOne Wealth first reported a position in Invesco KBW Bank ETF in Q1 2022 and has held it in 7 quarters since.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.