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

Lido 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
2026 Q2	$209K	Buy	+2,242	New	+$196K	﹤0.01%	1944
2023 Q2	–	Sell	-12,232	Closed	-$513K	–	1262
2023 Q1	$513K	Sell	12,232 -361	-3%	-$18.9K	0.01%	655
2022 Q4	$650K	Sell	12,593 -2,646	-17%	-$139K	0.01%	510
2022 Q3	$748K	Sell	15,239 -368	-2%	-$20.1K	0.01%	437
2022 Q2	$807K	Sell	15,607 -32,391	-67%	-$1.86M	0.01%	401
2022 Q1	$3.06M	Buy	47,998 +7,014	+17%	+$486K	0.03%	205
2021 Q4	$2.78M	Buy	40,984 +696	+2%	+$48.7K	0.03%	226
2021 Q3	$2.7M	Buy	40,288 +9,602	+31%	+$622K	0.04%	229
2021 Q2	$1.98M	Buy	30,686 +14,879	+94%	+$978K	0.03%	263
2021 Q1	$978K	Buy	15,807 +6,940	+78%	+$400K	0.02%	342
2020 Q4	$446K	Buy	+8,867	New	+$396K	0.01%	509

Other funds holding KBWB

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

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

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

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

MIFH

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

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

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

WBG

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Lido Advisors's KBWB Position: Q2 2026 in Review

Lido Advisors opened a new position in Invesco KBW Bank ETF (KBWB) in Q2 2026: 2,242 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1944 among its holdings. This is a return to the name: Lido Advisors previously reported a position in KBWB as recently as Q1 2023.

Lido Advisors first reported a position in KBWB in Q4 2020 and has held it in 11 quarters since. The position peaked at $3.06M in Q1 2022. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

Lido Advisors held 2,242 shares of Invesco KBW Bank ETF worth $209K as of Q2 2026.
Invesco KBW Bank ETF was a new Lido Advisors position in Q2 2026.
Invesco KBW Bank ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1944 holding.
Lido Advisors first reported a position in Invesco KBW Bank ETF in Q4 2020 and has held it in 11 quarters since.
Lido Advisors's Invesco KBW Bank ETF position peaked at $3.06M in Q1 2022.
338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.