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Delos Wealth Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

Delos Wealth Advisors’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
Q1 		$3.1M Buy
39,144
+2,729
+7% +$228K 1.77% 20
2025
Q4 		$3.07M Buy
36,415
+896
+3% +$70.9K 2.02% 21
2025
Q3 		$2.78M Buy
35,519
+4,228
+14% +$319K 1.87% 20
2025
Q2 		$2.24M Sell
31,291
-2,732
-8% -$173K 1.75% 26
2025
Q1 		$2.14M Buy
34,023
+181
+0.5% +$12.2K 1.69% 25
2024
Q4 		$2.21M Buy
33,842
+3,475
+11% +$227K 1.76% 24
2024
Q3 		$1.78M Buy
30,367
+2,713
+10% +$154K 1.55% 27
2024
Q2 		$1.48M Buy
27,654
+4,123
+18% +$218K 1.43% 29
2024
Q1 		$1.26M Buy
+23,531
New +$1.17M 1.42% 28
2022
Q2 		– Sell
-34,533
Closed -$2.2M – 246
2022
Q1 		$2.2M Sell
34,533
-11,084
-24% -$768K 2.17% 21
2021
Q4 		$3.1M Buy
45,617
+739
+2% +$51.7K 2.95% 11
2021
Q3 		$3.01M Buy
44,878
+13,995
+45% +$907K 3.31% 7
2021
Q2 		$1.99M Buy
+30,883
New +$2.03M 2.49% 13

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Delos Wealth Advisors's KBWB Position: Q1 2026 in Review

Delos Wealth Advisors increased its Invesco KBW Bank ETF (KBWB) stake by 7.5% in Q1 2026, buying an estimated $228K and bringing the position to 39,144 shares worth $3.1M. The position accounts for 1.77% of the portfolio, ranked #20.

Delos Wealth Advisors first reported a position in KBWB in Q2 2021 and has held it in 13 quarters since. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Delos Wealth Advisors held 39,144 shares of Invesco KBW Bank ETF worth $3.1M as of Q1 2026.
  • Delos Wealth Advisors bought 2,729 Invesco KBW Bank ETF shares in Q1 2026, an estimated $228K.
  • Invesco KBW Bank ETF made up 1.77% of Delos Wealth Advisors's portfolio in Q1 2026, its #20 holding.
  • Delos Wealth Advisors first reported a position in Invesco KBW Bank ETF in Q2 2021 and has held it in 13 quarters since.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.