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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
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

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Gratus Wealth Advisors's KBWB Position: Q4 2024 in Review

Gratus Wealth Advisors sold out of Invesco KBW Bank ETF (KBWB) in Q4 2024, closing a stake of 5,377 shares — an estimated $316K sold.

Gratus Wealth Advisors first reported a position in KBWB in Q4 2023 and held it in 4 quarters. The position peaked at $472K in Q2 2024. 203 funds tracked by Wall St. Rank hold KBWB as of Q4 2024.

  • Gratus Wealth Advisors reported no remaining Invesco KBW Bank ETF position as of Q4 2024 after selling out during the quarter.
  • Gratus Wealth Advisors sold 5,377 Invesco KBW Bank ETF shares in Q4 2024, an estimated $316K.
  • Gratus Wealth Advisors first reported a position in Invesco KBW Bank ETF in Q4 2023 and held it in 4 quarters.
  • Gratus Wealth Advisors's Invesco KBW Bank ETF position peaked at $472K in Q2 2024.
  • 203 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q4 2024.

Based on Gratus Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.