Envestnet Asset Management
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Envestnet Asset Management’s Invesco KBW Regional Banking ETF KBWR Stock Holding History

Envestnet Asset Management’s Portfolio KBWR Stock Details KBWR Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
2017
Q2 		$68K Sell
2017
Q1 		$76K Sell
2016
Q4 		$1.88M Buy
2016
Q3 		$1.15M Sell
2016
Q2 		$1.08M Sell
2016
Q1 		$1.07M Buy