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Good Life Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

Good Life Advisors’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
Q2 		$3.04M Sell
42,435
-20,027
-32% -$1.27M 0.19% 100
2025
Q1 		$3.92M Sell
62,462
-5,095
-8% -$343K 0.28% 81
2024
Q4 		$4.41M Sell
67,557
-65,849
-49% -$4.31M 0.32% 64
2024
Q3 		$7.82M Buy
+133,406
New +$7.59M 0.48% 36

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 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
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

Good Life Advisors's KBWB Position: Q2 2025 in Review

Good Life Advisors reduced its Invesco KBW Bank ETF (KBWB) stake by 32% in Q2 2025, selling an estimated $1.27M and leaving 42,435 shares worth $3.04M. The position accounts for 0.19% of the portfolio, ranked #100.

Good Life Advisors first reported a position in KBWB in Q3 2024 and has held it in 4 quarters since. The position peaked at $7.82M in Q3 2024. 231 funds tracked by Wall St. Rank hold KBWB as of Q2 2025.

  • Good Life Advisors held 42,435 shares of Invesco KBW Bank ETF worth $3.04M as of Q2 2025.
  • Good Life Advisors sold 20,027 Invesco KBW Bank ETF shares in Q2 2025, an estimated $1.27M.
  • Invesco KBW Bank ETF made up 0.19% of Good Life Advisors's portfolio in Q2 2025, its #100 holding.
  • Good Life Advisors first reported a position in Invesco KBW Bank ETF in Q3 2024 and has held it in 4 quarters since.
  • Good Life Advisors's Invesco KBW Bank ETF position peaked at $7.82M in Q3 2024.
  • 231 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.