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
2026 Q2	$689K	Buy	+7,407	New	+$648K	0.01%	888
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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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 Singapore $37.3B AUM 12.6% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Global Retirement Partners's KBWB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco KBW Bank ETF (KBWB) in Q2 2026: 7,407 shares worth $689K. The stake represents 0.01% of the portfolio and ranks #888 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in KBWB as recently as Q4 2025.

Global Retirement Partners first reported a position in KBWB in Q1 2023 and has held it in 12 quarters since. The position peaked at $816K in Q2 2025. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

Global Retirement Partners held 7,407 shares of Invesco KBW Bank ETF worth $689K as of Q2 2026.
Invesco KBW Bank ETF was a new Global Retirement Partners position in Q2 2026.
Invesco KBW Bank ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #888 holding.
Global Retirement Partners first reported a position in Invesco KBW Bank ETF in Q1 2023 and has held it in 12 quarters since.
Global Retirement Partners's Invesco KBW Bank ETF position peaked at $816K in Q2 2025.
338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.