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Householder Group Estate & Retirement Specialist’s Invesco KBW Bank ETF KBWB Stock Holding History

Householder Group Estate & Retirement Specialist’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
2022
Q1 		– Sell
-14,448
Closed -$980K – 202
2021
Q4 		$980K Buy
+14,448
New +$1.01M 0.37% 73

Other funds holding KBWB

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's KBWB Position: Q1 2022 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco KBW Bank ETF (KBWB) in Q1 2022, closing a stake of 14,448 shares — an estimated $980K sold.

Householder Group Estate & Retirement Specialist first reported a position in KBWB in Q4 2021 and held it in 1 quarter. The position peaked at $980K in Q4 2021. 173 funds tracked by Wall St. Rank hold KBWB as of Q1 2022.

  • Householder Group Estate & Retirement Specialist reported no remaining Invesco KBW Bank ETF position as of Q1 2022 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 14,448 Invesco KBW Bank ETF shares in Q1 2022, an estimated $980K.
  • Householder Group Estate & Retirement Specialist first reported a position in Invesco KBW Bank ETF in Q4 2021 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Invesco KBW Bank ETF position peaked at $980K in Q4 2021.
  • 173 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2022.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2022, filed 18 Apr 2022.