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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.01M Sell
28,001
-565
-2% -$40.5K ﹤0.01% 1564
2025
Q1
$1.79M Buy
28,566
+22,703
+387% +$1.43M ﹤0.01% 1584
2024
Q4
$383K Buy
5,863
+699
+14% +$45.7K ﹤0.01% 2677
2024
Q3
$302K Sell
5,164
-608
-11% -$35.6K ﹤0.01% 2801
2024
Q2
$308K Buy
5,772
+970
+20% +$51.8K ﹤0.01% 2674
2024
Q1
$256K Sell
4,802
-9,220
-66% -$492K ﹤0.01% 2785
2023
Q4
$686K Sell
14,022
-1,367
-9% -$66.9K ﹤0.01% 2072
2023
Q3
$609K Buy
15,389
+401
+3% +$15.9K ﹤0.01% 2084
2023
Q2
$615K Buy
14,988
+87
+0.6% +$3.57K ﹤0.01% 2049
2023
Q1
$625K Sell
14,901
-10,345
-41% -$434K ﹤0.01% 1953
2022
Q4
$1.3M Buy
+25,246
New +$1.3M ﹤0.01% 1520