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
2025
Q4 		– Sell
-1,000
Closed -$4.5K – 3825
2025
Q3 		$4.5K Buy
+1,000
New +$75.4K ﹤0.01% 3732

Other funds holding KBWB

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

HighTower Advisors's KBWB Position: Q3 2026 in Review

HighTower Advisors increased its Invesco KBW Bank ETF (KBWB) stake by 3.8% in Q3 2026, buying an estimated $107K and bringing the position to 30,399 shares worth $2.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

HighTower Advisors first reported a position in KBWB in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.16M in Q3 2025. 307 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

  • HighTower Advisors held 30,399 shares of Invesco KBW Bank ETF worth $2.65M as of Q3 2026.
  • HighTower Advisors bought 1,123 Invesco KBW Bank ETF shares in Q3 2026, an estimated $107K.
  • Invesco KBW Bank ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q3 2026, its #1619 holding.
  • HighTower Advisors first reported a position in Invesco KBW Bank ETF in Q4 2022 and has held it in 16 quarters since.
  • HighTower Advisors's Invesco KBW Bank ETF position peaked at $3.16M in Q3 2025.
  • 307 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.