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Lynx Investment Advisory’s Invesco KBW Bank ETF KBWB Stock Holding History

Lynx Investment Advisory’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
2024
Q3 		– Sell
-2,260
Closed -$121K – 460
2024
Q2 		$121K Buy
+2,260
New +$119K 0.09% 165

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lynx Investment Advisory's KBWB Position: Q3 2024 in Review

Lynx Investment Advisory sold out of Invesco KBW Bank ETF (KBWB) in Q3 2024, closing a stake of 2,260 shares — an estimated $121K sold.

Lynx Investment Advisory first reported a position in KBWB in Q2 2024 and held it in 1 quarter. The position peaked at $121K in Q2 2024. 165 funds tracked by Wall St. Rank hold KBWB as of Q3 2024.

  • Lynx Investment Advisory reported no remaining Invesco KBW Bank ETF position as of Q3 2024 after selling out during the quarter.
  • Lynx Investment Advisory sold 2,260 Invesco KBW Bank ETF shares in Q3 2024, an estimated $121K.
  • Lynx Investment Advisory first reported a position in Invesco KBW Bank ETF in Q2 2024 and held it in 1 quarter.
  • Lynx Investment Advisory's Invesco KBW Bank ETF position peaked at $121K in Q2 2024.
  • 165 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2024.

Based on Lynx Investment Advisory's 13F filing for Q3 2024, filed 4 Nov 2024.