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

Juncture Wealth Strategies’s Portfolio KBWB Stock Details KBWB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.05M Buy
28,572
+14,761
+107% +$1.06M 0.73% 26
2025
Q1 		$867K Buy
13,811
+5,551
+67% +$348K 0.34% 51
2024
Q4 		$540K Buy
+8,260
New +$540K 0.2% 68