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GoalVest Advisory’s Invesco KBW Bank ETF KBWB Stock Holding History

GoalVest Advisory’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
2022
Q2 		– Sell
-34,563
Closed -$2.2M – 434
2022
Q1 		$2.2M Buy
+34,563
New +$2.4M 1.24% 24

Other funds holding KBWB

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

GoalVest Advisory's KBWB Position: Q2 2022 in Review

GoalVest Advisory sold out of Invesco KBW Bank ETF (KBWB) in Q2 2022, closing a stake of 34,563 shares — an estimated $2.2M sold.

GoalVest Advisory first reported a position in KBWB in Q1 2022 and held it in 1 quarter. The position peaked at $2.2M in Q1 2022. 151 funds tracked by Wall St. Rank hold KBWB as of Q2 2022.

  • GoalVest Advisory reported no remaining Invesco KBW Bank ETF position as of Q2 2022 after selling out during the quarter.
  • GoalVest Advisory sold 34,563 Invesco KBW Bank ETF shares in Q2 2022, an estimated $2.2M.
  • GoalVest Advisory first reported a position in Invesco KBW Bank ETF in Q1 2022 and held it in 1 quarter.
  • GoalVest Advisory's Invesco KBW Bank ETF position peaked at $2.2M in Q1 2022.
  • 151 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2022.

Based on GoalVest Advisory's 13F filing for Q2 2022, filed 6 Jul 2022.