High Note Wealth’s Invesco KBW Bank ETF KBWB Stock Holding History

High Note Wealth’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	$5.95K	Hold	64	–	–	﹤0.01%	532
2026 Q1	$5.06K	Buy	+64	New	+$5.35K	﹤0.01%	536

Other funds holding KBWB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

High Note Wealth's KBWB Position: Q2 2026 in Review

High Note Wealth held its Invesco KBW Bank ETF (KBWB) position steady in Q2 2026 at 64 shares worth $5.95K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

High Note Wealth first reported a position in KBWB in Q1 2026 and has held it in 2 quarters since. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

High Note Wealth held 64 shares of Invesco KBW Bank ETF worth $5.95K as of Q2 2026.
High Note Wealth left its Invesco KBW Bank ETF share count unchanged in Q2 2026.
Invesco KBW Bank ETF made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #532 holding.
High Note Wealth first reported a position in Invesco KBW Bank ETF in Q1 2026 and has held it in 2 quarters since.
338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.