Latitude Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

Latitude Advisors’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 Q1	–	Sell	-4,721	Closed	-$320K	–	348
2021 Q4	$320K	Sell	4,721 -54	-1%	-$3.78K	0.09%	215
2021 Q3	$320K	Buy	4,775 +864	+22%	+$56K	0.1%	195
2021 Q2	$252K	Buy	+3,911	New	+$257K	0.19%	135

Other funds holding KBWB

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Latitude Advisors's KBWB Position: Q1 2022 in Review

Latitude Advisors sold out of Invesco KBW Bank ETF (KBWB) in Q1 2022, closing a stake of 4,721 shares — an estimated $320K sold.

Latitude Advisors first reported a position in KBWB in Q2 2021 and held it in 3 quarters. The position peaked at $320K in Q4 2021. 173 funds tracked by Wall St. Rank hold KBWB as of Q1 2022.

Latitude Advisors reported no remaining Invesco KBW Bank ETF position as of Q1 2022 after selling out during the quarter.
Latitude Advisors sold 4,721 Invesco KBW Bank ETF shares in Q1 2022, an estimated $320K.
Latitude Advisors first reported a position in Invesco KBW Bank ETF in Q2 2021 and held it in 3 quarters.
Latitude Advisors's Invesco KBW Bank ETF position peaked at $320K in Q4 2021.
173 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2022.

Based on Latitude Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.