DHJJ Financial Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

DHJJ Financial 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	$11.6K	Buy	+146	New	+$12.2K	﹤0.01%	596

Other funds holding KBWB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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 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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

DHJJ Financial Advisors's KBWB Position: Q1 2026 in Review

DHJJ Financial Advisors opened a new position in Invesco KBW Bank ETF (KBWB) in Q1 2026: 146 shares worth $11.6K. The stake represents ﹤0.01% of the portfolio and ranks #596 among its holdings.

300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

DHJJ Financial Advisors held 146 shares of Invesco KBW Bank ETF worth $11.6K as of Q1 2026.
Invesco KBW Bank ETF was a new DHJJ Financial Advisors position in Q1 2026.
Invesco KBW Bank ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #596 holding.
300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.