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

IFP 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 		$33K Buy
417
+3
+0.7% +$251 ﹤0.01% 2489
2025
Q4 		$34.9K Buy
+414
New +$32.7K ﹤0.01% 2401
2025
Q3 		– Sell
-132
Closed -$9.45K – 4892
2025
Q2 		$9.45K Buy
+132
New +$8.37K ﹤0.01% 2949
2025
Q1 		– Sell
-9
Closed -$588 – 4489
2024
Q4 		$588 Buy
+9
New +$588 ﹤0.01% 3378
2024
Q3 		– Sell
-184
Closed -$9.84K – 3384
2024
Q2 		$9.84K Hold
184
– – ﹤0.01% 2347
2024
Q1 		$9.87K Hold
184
– – ﹤0.01% 2236
2023
Q4 		$9.05K Sell
184
-21,743
-99% -$920K ﹤0.01% 2221
2023
Q3 		$879K Buy
+21,927
New +$935K 0.04% 426
2023
Q1 		– Sell
-490
Closed -$29K – 3952
2022
Q4 		$29K Sell
490
-1,412
-74% -$74.1K ﹤0.01% 2623
2022
Q3 		$108K Hold
1,902
– – ﹤0.01% 1802
2022
Q2 		$108K Hold
1,902
– – ﹤0.01% 1636
2022
Q1 		$108K Buy
+1,902
New +$132K ﹤0.01% 1636
2019
Q1 		– Sell
-7,611
Closed -$333K – 2906
2018
Q4 		$333K Sell
7,611
-358
-4% -$17.9K 0.02% 675
2018
Q3 		$431K Sell
7,969
-725
-8% -$40.7K 0.02% 737
2018
Q2 		$466K Sell
8,694
-416
-5% -$23.1K 0.02% 687
2018
Q1 		$501K Hold
9,110
– – 0.02% 625
2017
Q4 		$501K Sell
9,110
-200
-2% -$10.6K 0.02% 625
2017
Q3 		$477K Hold
9,310
– – 0.02% 711
2017
Q2 		$459K Hold
9,310
– – 0.02% 713
2017
Q1 		$442K Buy
9,310
+1,050
+13% +$50.7K 0.02% 734
2016
Q4 		$390K Buy
8,260
+1,780
+27% +$75.4K 0.02% 730
2016
Q3 		$236K Hold
6,480
– – 0.01% 923
2016
Q2 		$216K Buy
+6,480
New +$225K 0.01% 934
2016
Q1 		– Sell
-163
Closed -$6K – 2906
2015
Q4 		$6K Buy
+163
New +$6.18K ﹤0.01% 2865

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

IFP Advisors's KBWB Position: Q1 2026 in Review

IFP Advisors increased its Invesco KBW Bank ETF (KBWB) stake by 0.72% in Q1 2026, buying an estimated $251 and bringing the position to 417 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #2489.

IFP Advisors first reported a position in KBWB in Q4 2015 and has held it in 24 quarters since. The position peaked at $879K in Q3 2023. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • IFP Advisors held 417 shares of Invesco KBW Bank ETF worth $33K as of Q1 2026.
  • IFP Advisors bought 3 Invesco KBW Bank ETF shares in Q1 2026, an estimated $251.
  • Invesco KBW Bank ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #2489 holding.
  • IFP Advisors first reported a position in Invesco KBW Bank ETF in Q4 2015 and has held it in 24 quarters since.
  • IFP Advisors's Invesco KBW Bank ETF position peaked at $879K in Q3 2023.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.