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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
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

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
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
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Gratus Wealth Advisors's KBWB Position: Q2 2026 in Review

Gratus Wealth Advisors opened a new position in Invesco KBW Bank ETF (KBWB) in Q2 2026: 2,324 shares worth $216K. The stake represents 0.03% of the portfolio and ranks #135 among its holdings. This is a return to the name: Gratus Wealth Advisors previously reported a position in KBWB as recently as Q3 2024.

Gratus Wealth Advisors first reported a position in KBWB in Q4 2023 and has held it in 5 quarters since. The position peaked at $472K in Q2 2024. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Gratus Wealth Advisors held 2,324 shares of Invesco KBW Bank ETF worth $216K as of Q2 2026.
  • Invesco KBW Bank ETF was a new Gratus Wealth Advisors position in Q2 2026.
  • Invesco KBW Bank ETF made up 0.03% of Gratus Wealth Advisors's portfolio in Q2 2026, its #135 holding.
  • Gratus Wealth Advisors first reported a position in Invesco KBW Bank ETF in Q4 2023 and has held it in 5 quarters since.
  • Gratus Wealth Advisors's Invesco KBW Bank ETF position peaked at $472K in Q2 2024.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.