Juncture Wealth Strategies’s Invesco KBW Bank ETF KBWB Stock Holding History

Juncture Wealth Strategies’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 Q2	$2.98M	Sell	32,091 -16	-0%	-$1.4K	0.78%	27
2026 Q1	$2.54M	Buy	32,107 +805	+3%	+$67.3K	0.85%	21
2025 Q4	$2.64M	Buy	31,302 +1,164	+4%	+$92.1K	0.87%	21
2025 Q3	$2.36M	Buy	30,138 +1,566	+5%	+$118K	0.79%	23
2025 Q2	$2.05M	Buy	28,572 +14,761	+107%	+$936K	0.73%	26
2025 Q1	$867K	Buy	13,811 +5,551	+67%	+$373K	0.34%	51
2024 Q4	$540K	Buy	+8,260	New	+$540K	0.2%	68

Other funds holding KBWB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Juncture Wealth Strategies's KBWB Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its Invesco KBW Bank ETF (KBWB) stake by 0.05% in Q2 2026, selling an estimated $1.4K and leaving 32,091 shares worth $2.98M. The position accounts for 0.78% of the portfolio, ranked #27.

Juncture Wealth Strategies first reported a position in KBWB in Q4 2024 and has held it in 7 quarters since. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

Juncture Wealth Strategies held 32,091 shares of Invesco KBW Bank ETF worth $2.98M as of Q2 2026.
Juncture Wealth Strategies sold 16 Invesco KBW Bank ETF shares in Q2 2026, an estimated $1.4K.
Invesco KBW Bank ETF made up 0.78% of Juncture Wealth Strategies's portfolio in Q2 2026, its #27 holding.
Juncture Wealth Strategies first reported a position in Invesco KBW Bank ETF in Q4 2024 and has held it in 7 quarters since.
338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.