CI
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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
Q2 		$13K Buy
+140
New +$12.2K ﹤0.01% 1256

Other funds holding KBWB

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CX Institutional's KBWB Position: Q2 2026 in Review

CX Institutional opened a new position in Invesco KBW Bank ETF (KBWB) in Q2 2026: 140 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #1256 among its holdings.

60 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • CX Institutional held 140 shares of Invesco KBW Bank ETF worth $13K as of Q2 2026.
  • Invesco KBW Bank ETF was a new CX Institutional position in Q2 2026.
  • Invesco KBW Bank ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1256 holding.
  • 60 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.