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Independent Financial Group’s Invesco KBW Bank ETF KBWB Stock Holding History

Independent Financial Group’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 		$629K Buy
7,209
+84
+1% +$8.03K 0.01% 893
2026
Q2 		$662K Sell
7,125
-725
-9% -$63.4K 0.01% 860
2026
Q1 		$621K Sell
7,850
-838
-10% -$70K 0.01% 817
2025
Q4 		$732K Buy
8,688
+813
+10% +$64.3K 0.02% 739
2025
Q3 		$616K Buy
7,875
+644
+9% +$48.5K 0.01% 759
2025
Q2 		$518K Hold
7,231
– – 0.01% 768
2025
Q1 		$454K Buy
7,231
+91
+1% +$6.12K 0.02% 742
2024
Q4 		$467K Buy
7,140
+506
+8% +$33.1K 0.02% 718
2024
Q3 		$389K Buy
6,634
+762
+13% +$43.4K 0.01% 761
2024
Q2 		$314K Sell
5,872
-475
-7% -$25.1K 0.01% 809
2024
Q1 		$341K Buy
6,347
+72
+1% +$3.58K 0.02% 731
2023
Q4 		$309K Sell
6,275
-316
-5% -$13.4K 0.02% 712
2023
Q3 		$264K Hold
6,591
– – 0.02% 710
2023
Q2 		$271K Buy
6,591
+125
+2% +$5.09K 0.02% 682
2023
Q1 		$271K Hold
6,466
– – 0.02% 645
2022
Q4 		$334K Hold
6,466
– – 0.03% 532
2022
Q3 		$318K Hold
6,466
– – 0.03% 522
2022
Q2 		$335K Hold
6,466
– – 0.04% 471
2022
Q1 		$412K Hold
6,466
– – 0.03% 490
2021
Q4 		$439K Buy
+6,466
New +$452K 0.04% 457

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

Independent Financial Group's KBWB Position: Q3 2026 in Review

Independent Financial Group increased its Invesco KBW Bank ETF (KBWB) stake by 1.2% in Q3 2026, buying an estimated $8.03K and bringing the position to 7,209 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #893.

Independent Financial Group first reported a position in KBWB in Q4 2021 and has held it in 20 quarters since. The position peaked at $732K in Q4 2025. 23 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

  • Independent Financial Group held 7,209 shares of Invesco KBW Bank ETF worth $629K as of Q3 2026.
  • Independent Financial Group bought 84 Invesco KBW Bank ETF shares in Q3 2026, an estimated $8.03K.
  • Invesco KBW Bank ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #893 holding.
  • Independent Financial Group first reported a position in Invesco KBW Bank ETF in Q4 2021 and has held it in 20 quarters since.
  • Independent Financial Group's Invesco KBW Bank ETF position peaked at $732K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.