EAM
KBWB icon

Eschler Asset Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Eschler Asset 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
2023
Q2 		– Sell
-5,953
Closed -$250K – 58
2023
Q1 		$250K Buy
+5,953
New +$311K 0.2% 58

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Eschler Asset Management's KBWB Position: Q2 2023 in Review

Eschler Asset Management sold out of Invesco KBW Bank ETF (KBWB) in Q2 2023, closing a stake of 5,953 shares — an estimated $250K sold.

Eschler Asset Management first reported a position in KBWB in Q1 2023 and held it in 1 quarter. The position peaked at $250K in Q1 2023. 148 funds tracked by Wall St. Rank hold KBWB as of Q2 2023.

  • Eschler Asset Management reported no remaining Invesco KBW Bank ETF position as of Q2 2023 after selling out during the quarter.
  • Eschler Asset Management sold 5,953 Invesco KBW Bank ETF shares in Q2 2023, an estimated $250K.
  • Eschler Asset Management first reported a position in Invesco KBW Bank ETF in Q1 2023 and held it in 1 quarter.
  • Eschler Asset Management's Invesco KBW Bank ETF position peaked at $250K in Q1 2023.
  • 148 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2023.

Based on Eschler Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.