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Lake Street Private Wealth’s Invesco KBW Bank ETF KBWB Stock Holding History

Lake Street Private Wealth’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
2022
Q4 		– Sell
-4,487
Closed -$220K – 290
2022
Q3 		$220K Sell
4,487
-3,845
-46% -$210K 0.05% 247
2022
Q2 		$431K Sell
8,332
-1,572
-16% -$90.1K 0.09% 183
2022
Q1 		$631K Sell
9,904
-973
-9% -$67.5K 0.11% 167
2021
Q4 		$738K Buy
+10,877
New +$761K 0.13% 158

Other funds holding KBWB

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

Lake Street Private Wealth's KBWB Position: Q4 2022 in Review

Lake Street Private Wealth sold out of Invesco KBW Bank ETF (KBWB) in Q4 2022, closing a stake of 4,487 shares — an estimated $220K sold.

Lake Street Private Wealth first reported a position in KBWB in Q4 2021 and held it in 4 quarters. The position peaked at $738K in Q4 2021. 160 funds tracked by Wall St. Rank hold KBWB as of Q4 2022.

  • Lake Street Private Wealth reported no remaining Invesco KBW Bank ETF position as of Q4 2022 after selling out during the quarter.
  • Lake Street Private Wealth sold 4,487 Invesco KBW Bank ETF shares in Q4 2022, an estimated $220K.
  • Lake Street Private Wealth first reported a position in Invesco KBW Bank ETF in Q4 2021 and held it in 4 quarters.
  • Lake Street Private Wealth's Invesco KBW Bank ETF position peaked at $738K in Q4 2021.
  • 160 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q4 2022.

Based on Lake Street Private Wealth's 13F filing for Q4 2022, filed 25 Jan 2023.