Guardian Wealth Advisors (North Carolina)’s Invesco KBW Bank ETF KBWB Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-20	Closed	-$1.25K	–	558
2025 Q1	$1.25K	Sell	20 -15	-43%	-$1.01K	﹤0.01%	507
2024 Q4	$2.29K	Sell	35 -79	-69%	-$5.17K	﹤0.01%	485
2024 Q3	$6.68K	Hold	114	–	–	﹤0.01%	398
2024 Q2	$6.1K	Sell	114 -100	-47%	-$5.28K	﹤0.01%	383
2024 Q1	$11.5K	Sell	214 -165	-44%	-$8.19K	﹤0.01%	383
2023 Q4	$18.6K	Sell	379 -68	-15%	-$2.88K	﹤0.01%	354
2023 Q3	$17.9K	Hold	447	–	–	﹤0.01%	336
2023 Q2	$18.3K	Buy	447 +25	+6%	+$1.02K	﹤0.01%	324
2023 Q1	$17.7K	Buy	422 +110	+35%	+$5.75K	﹤0.01%	317
2022 Q4	$16.1K	Hold	312	–	–	﹤0.01%	299
2022 Q3	$15K	Buy	+312	New	+$17K	﹤0.01%	276

Other funds holding KBWB

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s KBWB Position: Q2 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of Invesco KBW Bank ETF (KBWB) in Q2 2025, closing a stake of 20 shares — an estimated $1.25K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in KBWB in Q3 2022 and held it in 11 quarters. The position peaked at $18.6K in Q4 2023. 231 funds tracked by Wall St. Rank hold KBWB as of Q2 2025.

Guardian Wealth Advisors (North Carolina) reported no remaining Invesco KBW Bank ETF position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 20 Invesco KBW Bank ETF shares in Q2 2025, an estimated $1.25K.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco KBW Bank ETF in Q3 2022 and held it in 11 quarters.
Guardian Wealth Advisors (North Carolina)'s Invesco KBW Bank ETF position peaked at $18.6K in Q4 2023.
231 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2025, filed 14 Aug 2025.