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GHP Investment Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

GHP Investment 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
Q2 		– Sell
-53
Closed -$4.19K – 1431
2026
Q1 		$4.19K Buy
+53
New +$4.43K ﹤0.01% 929

Other funds holding KBWB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

GHP Investment Advisors's KBWB Position: Q2 2026 in Review

GHP Investment Advisors sold out of Invesco KBW Bank ETF (KBWB) in Q2 2026, closing a stake of 53 shares — an estimated $4.19K sold.

GHP Investment Advisors first reported a position in KBWB in Q1 2026 and held it in 1 quarter. The position peaked at $4.19K in Q1 2026. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • GHP Investment Advisors reported no remaining Invesco KBW Bank ETF position as of Q2 2026 after selling out during the quarter.
  • GHP Investment Advisors sold 53 Invesco KBW Bank ETF shares in Q2 2026, an estimated $4.19K.
  • GHP Investment Advisors first reported a position in Invesco KBW Bank ETF in Q1 2026 and held it in 1 quarter.
  • GHP Investment Advisors's Invesco KBW Bank ETF position peaked at $4.19K in Q1 2026.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.