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

LM Advisors’s Portfolio KBWB Stock Details KBWB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$286K Hold
4,000
– – 0.04% 161
2025
Q1 		$251K Hold
4,000
– – 0.05% 198
2024
Q4 		$261K Buy
+4,000
New +$261K 0.05% 169