Guerra Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

Guerra 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
2025 Q3	$22.2K	Buy	+284	New	+$21.4K	0.01%	219

Other funds holding KBWB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Guerra Advisors's KBWB Position: Q3 2025 in Review

Guerra Advisors opened a new position in Invesco KBW Bank ETF (KBWB) in Q3 2025: 284 shares worth $22.2K. The stake represents 0.01% of the portfolio and ranks #219 among its holdings.

260 funds tracked by Wall St. Rank hold KBWB as of Q3 2025.

Guerra Advisors held 284 shares of Invesco KBW Bank ETF worth $22.2K as of Q3 2025.
Invesco KBW Bank ETF was a new Guerra Advisors position in Q3 2025.
Invesco KBW Bank ETF made up 0.01% of Guerra Advisors's portfolio in Q3 2025, its #219 holding.
260 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.