HI
KBWB icon

Hudock Inc’s Invesco KBW Bank ETF KBWB Stock Holding History

Hudock Inc’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
2023
Q1 		– Sell
-8,005
Closed -$413K – 156
2022
Q4 		$413K Sell
8,005
-172
-2% -$9.03K 0.14% 85
2022
Q3 		$401K Sell
8,177
-33
-0.4% -$1.8K 0.14% 86
2022
Q2 		$424K Buy
8,210
+4,594
+127% +$263K 0.14% 82
2022
Q1 		$230K Sell
3,616
-765
-17% -$53K 0.06% 139
2021
Q4 		$297K Buy
4,381
+10
+0.2% +$700 0.08% 121
2021
Q3 		$293K Buy
4,371
+2,515
+136% +$163K 0.09% 119
2021
Q2 		$119K Buy
+1,856
New +$122K 0.04% 217
2016
Q1 		– Sell
-525
Closed -$19K – 595
2015
Q4 		$19K Hold
525
– – 0.01% 315
2015
Q3 		$18K Buy
525
+46
+10% +$1.77K 0.01% 332
2015
Q2 		$19K Buy
479
+210
+78% +$8.16K 0.01% 334
2015
Q1 		$10K Buy
269
+155
+136% +$5.67K ﹤0.01% 428
2014
Q4 		$4K Hold
114
– – ﹤0.01% 454
2014
Q3 		$4K Buy
114
+40
+54% +$1.46K ﹤0.01% 471
2014
Q2 		$3K Buy
+74
New +$2.65K ﹤0.01% 515

Other funds holding KBWB

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Hudock Inc's KBWB Position: Q1 2023 in Review

Hudock Inc sold out of Invesco KBW Bank ETF (KBWB) in Q1 2023, closing a stake of 8,005 shares — an estimated $413K sold.

Hudock Inc first reported a position in KBWB in Q2 2014 and held it in 14 quarters. The position peaked at $424K in Q2 2022. 158 funds tracked by Wall St. Rank hold KBWB as of Q1 2023.

  • Hudock Inc reported no remaining Invesco KBW Bank ETF position as of Q1 2023 after selling out during the quarter.
  • Hudock Inc sold 8,005 Invesco KBW Bank ETF shares in Q1 2023, an estimated $413K.
  • Hudock Inc first reported a position in Invesco KBW Bank ETF in Q2 2014 and held it in 14 quarters.
  • Hudock Inc's Invesco KBW Bank ETF position peaked at $424K in Q2 2022.
  • 158 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2023.

Based on Hudock Inc's 13F filing for Q1 2023, filed 8 May 2023.