Global Retirement Partners’s Invesco KBW Bank ETF KBWB Stock Holding History

Global Retirement Partners’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 Q4	$664K	Sell	7,878 -1,507	-16%	-$119K	0.01%	810
2025 Q3	$734K	Sell	9,385 -2,006	-18%	-$151K	0.02%	630
2025 Q2	$816K	Buy	+11,391	New	+$722K	0.02%	559
2024 Q4	$773K	Sell	11,823 -26	-0.2%	-$1.7K	0.02%	505
2024 Q3	$694K	Sell	11,849 -1,086	-8%	-$61.8K	0.02%	539
2024 Q2	$692K	Sell	12,935 -460	-3%	-$24.3K	0.02%	519
2024 Q1	$719K	Buy	13,395 +33	+0.2%	+$1.64K	0.03%	438
2023 Q4	$636K	Buy	13,362 +13,162	+6,581%	+$557K	0.03%	434
2023 Q3	$7.68K	Hold	200	–	–	﹤0.01%	2057
2023 Q2	$8.21K	Hold	200	–	–	﹤0.01%	2035
2023 Q1	$7.69K	Buy	+200	New	+$10.5K	﹤0.01%	2014

Other funds holding KBWB

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

WBG

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

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

Global Retirement Partners's KBWB Position: Q4 2025 in Review

Global Retirement Partners reduced its Invesco KBW Bank ETF (KBWB) stake by 16% in Q4 2025, selling an estimated $119K and leaving 7,878 shares worth $664K. The position accounts for 0.01% of the portfolio, ranked #810.

Global Retirement Partners first reported a position in KBWB in Q1 2023 and has held it in 11 quarters since. The position peaked at $816K in Q2 2025. 309 funds tracked by Wall St. Rank hold KBWB as of Q4 2025.

Global Retirement Partners held 7,878 shares of Invesco KBW Bank ETF worth $664K as of Q4 2025.
Global Retirement Partners sold 1,507 Invesco KBW Bank ETF shares in Q4 2025, an estimated $119K.
Invesco KBW Bank ETF made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #810 holding.
Global Retirement Partners first reported a position in Invesco KBW Bank ETF in Q1 2023 and has held it in 11 quarters since.
Global Retirement Partners's Invesco KBW Bank ETF position peaked at $816K in Q2 2025.
309 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.