CX Institutional
KBWB icon

CX Institutional’s Invesco KBW Bank ETF KBWB Stock Holding History

CX Institutional’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
Q3 		– Sell
-140
Closed -$13K – 1713
2026
Q2 		$13K Buy
+140
New +$12.2K ﹤0.01% 1256

Other funds holding KBWB

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Ledyard National Bank
Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return

CX Institutional's KBWB Position: Q3 2026 in Review

CX Institutional sold out of Invesco KBW Bank ETF (KBWB) in Q3 2026, closing a stake of 140 shares — an estimated $13K sold.

CX Institutional first reported a position in KBWB in Q2 2026 and held it in 1 quarter. The position peaked at $13K in Q2 2026. 211 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

  • CX Institutional reported no remaining Invesco KBW Bank ETF position as of Q3 2026 after selling out during the quarter.
  • CX Institutional sold 140 Invesco KBW Bank ETF shares in Q3 2026, an estimated $13K.
  • CX Institutional first reported a position in Invesco KBW Bank ETF in Q2 2026 and held it in 1 quarter.
  • CX Institutional's Invesco KBW Bank ETF position peaked at $13K in Q2 2026.
  • 211 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.