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
2025 Q1	$1.89M	Sell
2024 Q4	$2.14M	Buy
2019 Q2	–	Sell
2019 Q1	$551K	Sell
2018 Q4	$533K	Sell
2018 Q3	$704K	Sell
2018 Q2	$705K	Buy
2018 Q1	$684K	Buy