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Golden State Wealth Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Golden State Wealth Management’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
Q1 		$4.91K Sell
62
-3
-5% -$251 ﹤0.01% 1219
2025
Q4 		$5.48K Sell
65
-89
-58% -$7.04K ﹤0.01% 1226
2025
Q3 		$12K Hold
154
– – ﹤0.01% 1057
2025
Q2 		$11K Hold
154
– – ﹤0.01% 1056
2025
Q1 		$9.67K Buy
+154
New +$10.4K ﹤0.01% 1007

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Golden State Wealth Management's KBWB Position: Q1 2026 in Review

Golden State Wealth Management reduced its Invesco KBW Bank ETF (KBWB) stake by 4.6% in Q1 2026, selling an estimated $251 and leaving 62 shares worth $4.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

Golden State Wealth Management first reported a position in KBWB in Q1 2025 and has held it in 5 quarters since. The position peaked at $12K in Q3 2025. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Golden State Wealth Management held 62 shares of Invesco KBW Bank ETF worth $4.91K as of Q1 2026.
  • Golden State Wealth Management sold 3 Invesco KBW Bank ETF shares in Q1 2026, an estimated $251.
  • Invesco KBW Bank ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1219 holding.
  • Golden State Wealth Management first reported a position in Invesco KBW Bank ETF in Q1 2025 and has held it in 5 quarters since.
  • Golden State Wealth Management's Invesco KBW Bank ETF position peaked at $12K in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.