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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 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. 39 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.
39 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.