Edge Wealth Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Edge Wealth Management’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
2020 Q1	–	Sell	-14	Closed	-$1K	–	653
2019 Q4	$1K	Hold	14	–	–	﹤0.01%	558
2019 Q3	$0	Hold	14	–	–	﹤0.01%	624
2019 Q2	$1K	Hold	14	–	–	﹤0.01%	563
2019 Q1	$1K	Hold	14	–	–	﹤0.01%	536
2018 Q4	$1K	Hold	14	–	–	﹤0.01%	543
2018 Q3	$1K	Hold	14	–	–	﹤0.01%	572
2018 Q2	$1K	Buy	+14	New	+$778	﹤0.01%	551

Other funds holding KBWB

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Edge Wealth Management's KBWB Position: Q1 2020 in Review

Edge Wealth Management sold out of Invesco KBW Bank ETF (KBWB) in Q1 2020, closing a stake of 14 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in KBWB in Q2 2018 and held it in 7 quarters. The position peaked at $1K in Q4 2019. 71 funds tracked by Wall St. Rank hold KBWB as of Q1 2020.

Edge Wealth Management reported no remaining Invesco KBW Bank ETF position as of Q1 2020 after selling out during the quarter.
Edge Wealth Management sold 14 Invesco KBW Bank ETF shares in Q1 2020, an estimated $1K.
Edge Wealth Management first reported a position in Invesco KBW Bank ETF in Q2 2018 and held it in 7 quarters.
Edge Wealth Management's Invesco KBW Bank ETF position peaked at $1K in Q4 2019.
71 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2020.

Based on Edge Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.