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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
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,503
Closed -$229K – 1320
2024
Q4 		$229K Buy
+3,503
New +$229K 0.01% 861