EWA
KBWB icon

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

EverSource 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 		$1.03K Buy
+13
New +$1.09K ﹤0.01% 3849
2025
Q2 		– Sell
-226
Closed -$14.2K – 4313
2025
Q1 		$14.2K Buy
+226
New +$15.2K ﹤0.01% 1895

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

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

EverSource Wealth Advisors opened a new position in Invesco KBW Bank ETF (KBWB) in Q1 2026: 13 shares worth $1.03K. The stake represents ﹤0.01% of the portfolio and ranks #3849 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in KBWB as recently as Q1 2025.

EverSource Wealth Advisors first reported a position in KBWB in Q1 2025 and has held it in 2 quarters since. The position peaked at $14.2K in Q1 2025. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • EverSource Wealth Advisors held 13 shares of Invesco KBW Bank ETF worth $1.03K as of Q1 2026.
  • Invesco KBW Bank ETF was a new EverSource Wealth Advisors position in Q1 2026.
  • Invesco KBW Bank ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3849 holding.
  • EverSource Wealth Advisors first reported a position in Invesco KBW Bank ETF in Q1 2025 and has held it in 2 quarters since.
  • EverSource Wealth Advisors's Invesco KBW Bank ETF position peaked at $14.2K in Q1 2025.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

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