HighTower Advisors
KBWB icon

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

HighTower 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
2026
Q1 		$2.14M Sell
27,091
-7,608
-22% -$636K ﹤0.01% 1676
2025
Q4 		$2.92M Sell
34,699
-5,741
-14% -$454K ﹤0.01% 1476
2025
Q3 		$3.16M Buy
40,440
+12,439
+44% +$938K ﹤0.01% 1379
2025
Q2 		$2.01M Sell
28,001
-565
-2% -$35.8K ﹤0.01% 1564
2025
Q1 		$1.79M Buy
28,566
+22,703
+387% +$1.53M ﹤0.01% 1585
2024
Q4 		$383K Buy
5,863
+699
+14% +$45.7K ﹤0.01% 2692
2024
Q3 		$302K Sell
5,164
-608
-11% -$34.6K ﹤0.01% 2806
2024
Q2 		$308K Buy
5,772
+970
+20% +$51.2K ﹤0.01% 2688
2024
Q1 		$256K Sell
4,802
-9,220
-66% -$458K ﹤0.01% 2801
2023
Q4 		$686K Sell
14,022
-1,367
-9% -$57.8K ﹤0.01% 2085
2023
Q3 		$609K Buy
15,389
+401
+3% +$17.1K ﹤0.01% 2092
2023
Q2 		$615K Buy
14,988
+87
+0.6% +$3.54K ﹤0.01% 2052
2023
Q1 		$625K Sell
14,901
-10,345
-41% -$541K ﹤0.01% 1961
2022
Q4 		$1.3M Buy
+25,246
New +$1.32M ﹤0.01% 1526

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

HighTower Advisors's KBWB Position: Q1 2026 in Review

HighTower Advisors reduced its Invesco KBW Bank ETF (KBWB) stake by 22% in Q1 2026, selling an estimated $636K and leaving 27,091 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

HighTower Advisors first reported a position in KBWB in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.16M in Q3 2025. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • HighTower Advisors held 27,091 shares of Invesco KBW Bank ETF worth $2.14M as of Q1 2026.
  • HighTower Advisors sold 7,608 Invesco KBW Bank ETF shares in Q1 2026, an estimated $636K.
  • Invesco KBW Bank ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1676 holding.
  • HighTower Advisors first reported a position in Invesco KBW Bank ETF in Q4 2022 and has held it in 14 quarters since.
  • HighTower Advisors's Invesco KBW Bank ETF position peaked at $3.16M in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.