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

IFS 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
Q3 		$2.31M Buy
+26,481
New +$2.53M 0.7% 32

Other funds holding KBWB

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

IFS Advisors's KBWB Position: Q3 2026 in Review

IFS Advisors opened a new position in Invesco KBW Bank ETF (KBWB) in Q3 2026: 26,481 shares worth $2.31M. The stake represents 0.7% of the portfolio and ranks #32 among its holdings.

25 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

  • IFS Advisors held 26,481 shares of Invesco KBW Bank ETF worth $2.31M as of Q3 2026.
  • Invesco KBW Bank ETF was a new IFS Advisors position in Q3 2026.
  • Invesco KBW Bank ETF made up 0.7% of IFS Advisors's portfolio in Q3 2026, its #32 holding.
  • 25 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.