Laidlaw Wealth Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Laidlaw Wealth Management’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
2025 Q1	–	Sell	-16,642	Closed	-$1.09M	–	112
2024 Q4	$1.09M	Hold	16,642	–	–	0.47%	61
2024 Q3	$975K	Hold	16,642	–	–	0.48%	64
2024 Q2	$890K	Sell	16,642 -1,000	-6%	-$52.8K	0.49%	60
2024 Q1	$947K	Hold	17,642	–	–	0.53%	59
2023 Q4	$868K	Hold	17,642	–	–	0.32%	88
2023 Q3	$707K	Hold	17,642	–	–	0.23%	105
2023 Q2	$724K	Sell	17,642 -238	-1%	-$9.69K	0.14%	155
2023 Q1	$750K	Sell	17,880 -1,529	-8%	-$80K	0.15%	156
2022 Q4	$1M	Buy	+19,409	New	+$1.02M	0.21%	120
2022 Q3	–	Sell	-19,409	Closed	-$1M	–	350
2022 Q2	$1M	Hold	19,409	–	–	0.2%	125
2022 Q1	$1.24M	Hold	19,409	–	–	0.21%	119
2021 Q4	$1.32M	Hold	19,409	–	–	0.21%	123
2021 Q3	$1.3M	Hold	19,409	–	–	0.33%	80
2021 Q2	$1.25M	Hold	19,409	–	–	0.32%	80
2021 Q1	$1.2M	Hold	19,409	–	–	0.41%	69
2020 Q4	$978K	Hold	19,409	–	–	0.21%	122
2020 Q3	$728K	Hold	19,409	–	–	0.32%	88
2020 Q2	$742K	Sell	19,409 -443	-2%	-$16.6K	0.39%	76
2020 Q1	$665K	Buy	+19,852	New	+$973K	0.44%	70

Other funds holding KBWB

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

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

MIFH

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

WBG

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

Laidlaw Wealth Management's KBWB Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Invesco KBW Bank ETF (KBWB) in Q1 2025, closing a stake of 16,642 shares — an estimated $1.09M sold.

Laidlaw Wealth Management first reported a position in KBWB in Q1 2020 and held it in 19 quarters. The position peaked at $1.32M in Q4 2021. 230 funds tracked by Wall St. Rank hold KBWB as of Q1 2025.

Laidlaw Wealth Management reported no remaining Invesco KBW Bank ETF position as of Q1 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 16,642 Invesco KBW Bank ETF shares in Q1 2025, an estimated $1.09M.
Laidlaw Wealth Management first reported a position in Invesco KBW Bank ETF in Q1 2020 and held it in 19 quarters.
Laidlaw Wealth Management's Invesco KBW Bank ETF position peaked at $1.32M in Q4 2021.
230 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.