Glenview Trust’s Invesco KBW Bank ETF KBWB Stock Holding History

Glenview Trust’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
2024 Q1	–	Sell	-14,376	Closed	-$707K	–	481
2023 Q4	$707K	Buy	+14,376	New	+$608K	0.02%	290

Other funds holding KBWB

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WP Advisors San Francisco, California $387M AUM 21.17% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Glenview Trust's KBWB Position: Q1 2024 in Review

Glenview Trust sold out of Invesco KBW Bank ETF (KBWB) in Q1 2024, closing a stake of 14,376 shares — an estimated $707K sold.

Glenview Trust first reported a position in KBWB in Q4 2023 and held it in 1 quarter. The position peaked at $707K in Q4 2023. 149 funds tracked by Wall St. Rank hold KBWB as of Q1 2024.

Glenview Trust reported no remaining Invesco KBW Bank ETF position as of Q1 2024 after selling out during the quarter.
Glenview Trust sold 14,376 Invesco KBW Bank ETF shares in Q1 2024, an estimated $707K.
Glenview Trust first reported a position in Invesco KBW Bank ETF in Q4 2023 and held it in 1 quarter.
Glenview Trust's Invesco KBW Bank ETF position peaked at $707K in Q4 2023.
149 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2024.

Based on Glenview Trust's 13F filing for Q1 2024, filed 14 May 2024.