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ICA Group Wealth Management’s Invesco KBW Bank ETF KBWB Stock Holding History

ICA Group Wealth Management’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
2024
Q2 		$3.96K Hold
74
– – ﹤0.01% 610
2024
Q1 		$3.97K Hold
74
– – ﹤0.01% 1079
2023
Q4 		$3.64K Buy
+74
New +$3.13K ﹤0.01% 1084
2023
Q3 		– Sell
-74
Closed -$3.04K – 740
2023
Q2 		$3.04K Hold
74
– – ﹤0.01% 1075
2023
Q1 		$3.11K Hold
74
– – ﹤0.01% 1031
2022
Q4 		$3.82K Buy
+74
New +$3.88K ﹤0.01% 1019

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WA
WP Advisors San Francisco, California $387M AUM 21.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ICA Group Wealth Management's KBWB Position: Q2 2024 in Review

ICA Group Wealth Management held its Invesco KBW Bank ETF (KBWB) position steady in Q2 2024 at 74 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

ICA Group Wealth Management first reported a position in KBWB in Q4 2022 and has held it in 6 quarters since. The position peaked at $3.97K in Q1 2024. 156 funds tracked by Wall St. Rank hold KBWB as of Q2 2024.

  • ICA Group Wealth Management held 74 shares of Invesco KBW Bank ETF worth $3.96K as of Q2 2024.
  • ICA Group Wealth Management left its Invesco KBW Bank ETF share count unchanged in Q2 2024.
  • Invesco KBW Bank ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #610 holding.
  • ICA Group Wealth Management first reported a position in Invesco KBW Bank ETF in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's Invesco KBW Bank ETF position peaked at $3.97K in Q1 2024.
  • 156 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.