Financial Advocates Investment Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Financial Advocates Investment 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
2025 Q2	–	Sell	-30,112	Closed	-$1.89M	–	708
2025 Q1	$1.89M	Sell	30,112 -2,678	-8%	-$180K	0.13%	176
2024 Q4	$2.14M	Buy	+32,790	New	+$2.14M	0.12%	168
2019 Q2	–	Sell	-11,439	Closed	-$551K	–	477
2019 Q1	$551K	Sell	11,439 -682	-6%	-$33.8K	0.07%	253
2018 Q4	$533K	Sell	12,121 -897	-7%	-$44.9K	0.07%	238
2018 Q3	$704K	Sell	13,018 -27	-0.2%	-$1.51K	0.08%	232
2018 Q2	$705K	Buy	13,045 +612	+5%	+$34K	0.09%	220
2018 Q1	$684K	Buy	+12,433	New	+$718K	0.09%	216

Other funds holding KBWB

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Advocates Investment Management's KBWB Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Invesco KBW Bank ETF (KBWB) in Q2 2025, closing a stake of 30,112 shares — an estimated $1.89M sold.

Financial Advocates Investment Management first reported a position in KBWB in Q1 2018 and held it in 7 quarters. The position peaked at $2.14M in Q4 2024. 231 funds tracked by Wall St. Rank hold KBWB as of Q2 2025.

Financial Advocates Investment Management reported no remaining Invesco KBW Bank ETF position as of Q2 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 30,112 Invesco KBW Bank ETF shares in Q2 2025, an estimated $1.89M.
Financial Advocates Investment Management first reported a position in Invesco KBW Bank ETF in Q1 2018 and held it in 7 quarters.
Financial Advocates Investment Management's Invesco KBW Bank ETF position peaked at $2.14M in Q4 2024.
231 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.