CWS
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Cypress Wealth Services’s Invesco KBW Bank ETF KBWB Stock Holding History

Cypress Wealth Services’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
2021
Q3 		– Sell
-3,930
Closed -$253K – 247
2021
Q2 		$253K Buy
+3,930
New +$258K 0.07% 216

Other funds holding KBWB

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Cypress Wealth Services's KBWB Position: Q3 2021 in Review

Cypress Wealth Services sold out of Invesco KBW Bank ETF (KBWB) in Q3 2021, closing a stake of 3,930 shares — an estimated $253K sold.

Cypress Wealth Services first reported a position in KBWB in Q2 2021 and held it in 1 quarter. The position peaked at $253K in Q2 2021. 149 funds tracked by Wall St. Rank hold KBWB as of Q3 2021.

  • Cypress Wealth Services reported no remaining Invesco KBW Bank ETF position as of Q3 2021 after selling out during the quarter.
  • Cypress Wealth Services sold 3,930 Invesco KBW Bank ETF shares in Q3 2021, an estimated $253K.
  • Cypress Wealth Services first reported a position in Invesco KBW Bank ETF in Q2 2021 and held it in 1 quarter.
  • Cypress Wealth Services's Invesco KBW Bank ETF position peaked at $253K in Q2 2021.
  • 149 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2021.

Based on Cypress Wealth Services's 13F filing for Q3 2021, filed 13 Oct 2021.