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Interval Partners’s Invesco KBW Bank ETF KBWB Stock Holding History

Interval Partners’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 		$5.85M Buy
+74,000
New +$6.19M 0.15% 135
2023
Q4 		– Sell
-600
Closed -$2.4M – 330
2023
Q3 		$2.4M Buy
+600
New +$25.6K 0.07% 219
2022
Q4 		– Sell
-60,000
Closed -$2.95M – 273
2022
Q3 		$2.95M Buy
+60,000
New +$3.27M 0.13% 169

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

Interval Partners's KBWB Position: Q2 2023 in Review

Interval Partners sold out of Invesco KBW Bank ETF (KBWB) in Q2 2023, closing a stake of 68,708 shares — an estimated $2.88M sold.

Interval Partners first reported a position in KBWB in Q1 2023 and held it in 1 quarter. The position peaked at $2.88M in Q1 2023. 148 funds tracked by Wall St. Rank hold KBWB as of Q2 2023.

  • Interval Partners reported no remaining Invesco KBW Bank ETF position as of Q2 2023 after selling out during the quarter.
  • Interval Partners sold 68,708 Invesco KBW Bank ETF shares in Q2 2023, an estimated $2.88M.
  • Interval Partners first reported a position in Invesco KBW Bank ETF in Q1 2023 and held it in 1 quarter.
  • Interval Partners's Invesco KBW Bank ETF position peaked at $2.88M in Q1 2023.
  • 148 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2023.

Based on Interval Partners's 13F filing for Q2 2023, filed 14 Aug 2023.