Gratus Wealth Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

Gratus Wealth 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
2026 Q3	–	Sell	-2,324	Closed	-$216K	–	140
2026 Q2	$216K	Buy	+2,324	New	+$203K	0.03%	135
2024 Q4	–	Sell	-5,377	Closed	-$316K	–	129
2024 Q3	$316K	Sell	5,377 -2,815	-34%	-$160K	0.05%	108
2024 Q2	$472K	Hold	8,192	–	–	0.08%	93
2024 Q1	$412K	Hold	8,192	–	–	0.08%	97
2023 Q4	$403K	Buy	+8,192	New	+$347K	0.08%	97

Other funds holding KBWB

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return

RFG Holdings Argyle, Texas $481M AUM 18.99% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Gratus Wealth Advisors's KBWB Position: Q3 2026 in Review

Gratus Wealth Advisors sold out of Invesco KBW Bank ETF (KBWB) in Q3 2026, closing a stake of 2,324 shares — an estimated $216K sold.

Gratus Wealth Advisors first reported a position in KBWB in Q4 2023 and held it in 5 quarters. The position peaked at $472K in Q2 2024. 153 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

Gratus Wealth Advisors reported no remaining Invesco KBW Bank ETF position as of Q3 2026 after selling out during the quarter.
Gratus Wealth Advisors sold 2,324 Invesco KBW Bank ETF shares in Q3 2026, an estimated $216K.
Gratus Wealth Advisors first reported a position in Invesco KBW Bank ETF in Q4 2023 and held it in 5 quarters.
Gratus Wealth Advisors's Invesco KBW Bank ETF position peaked at $472K in Q2 2024.
153 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on Gratus Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.