JWCA
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J.W. Cole Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

J.W. Cole 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 		$228K Buy
+2,886
New +$241K 0.01% 715
2025
Q1 		– Sell
-3,503
Closed -$229K – 1318
2024
Q4 		$229K Buy
+3,503
New +$229K 0.01% 861

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

J.W. Cole Advisors's KBWB Position: Q1 2026 in Review

J.W. Cole Advisors opened a new position in Invesco KBW Bank ETF (KBWB) in Q1 2026: 2,886 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #715 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in KBWB as recently as Q4 2024.

J.W. Cole Advisors first reported a position in KBWB in Q4 2024 and has held it in 2 quarters since. The position peaked at $229K in Q4 2024. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • J.W. Cole Advisors held 2,886 shares of Invesco KBW Bank ETF worth $228K as of Q1 2026.
  • Invesco KBW Bank ETF was a new J.W. Cole Advisors position in Q1 2026.
  • Invesco KBW Bank ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q1 2026, its #715 holding.
  • J.W. Cole Advisors first reported a position in Invesco KBW Bank ETF in Q4 2024 and has held it in 2 quarters since.
  • J.W. Cole Advisors's Invesco KBW Bank ETF position peaked at $229K in Q4 2024.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.