Great Valley Advisor Group’s Invesco KBW Bank ETF KBWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$213K Buy
2022
Q2
Sell
2022
Q1
$283K Buy
2021
Q4
$301K Hold
2021
Q3
$298K Sell
2021
Q2
$1.03M Buy
2021
Q1
$983K Buy