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Harbor Investment Advisory’s Invesco KBW Bank ETF KBWB Stock Holding History

Harbor Investment Advisory’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 		$12.6K Hold
135
– – ﹤0.01% 1019
2026
Q1 		$10.7K Hold
135
– – ﹤0.01% 902
2025
Q4 		$11.4K Buy
+135
New +$10.7K ﹤0.01% 913
2025
Q2 		– Sell
-3,500
Closed -$220K – 1200
2025
Q1 		$220K Buy
+3,500
New +$235K 0.02% 359

Other funds holding KBWB

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Harbor Investment Advisory's KBWB Position: Q2 2026 in Review

Harbor Investment Advisory held its Invesco KBW Bank ETF (KBWB) position steady in Q2 2026 at 135 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Harbor Investment Advisory first reported a position in KBWB in Q1 2025 and has held it in 4 quarters since. The position peaked at $220K in Q1 2025. 39 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Harbor Investment Advisory held 135 shares of Invesco KBW Bank ETF worth $12.6K as of Q2 2026.
  • Harbor Investment Advisory left its Invesco KBW Bank ETF share count unchanged in Q2 2026.
  • Invesco KBW Bank ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #1019 holding.
  • Harbor Investment Advisory first reported a position in Invesco KBW Bank ETF in Q1 2025 and has held it in 4 quarters since.
  • Harbor Investment Advisory's Invesco KBW Bank ETF position peaked at $220K in Q1 2025.
  • 39 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.