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Mark Sheptoff Financial Planning’s Invesco KBW Bank ETF KBWB Stock Holding History

Mark Sheptoff Financial Planning’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
Q2 		– Sell
-250
Closed -$16K – 405
2022
Q1 		$16K Buy
+250
New +$17.3K 0.01% 262

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Mark Sheptoff Financial Planning's KBWB Position: Q2 2022 in Review

Mark Sheptoff Financial Planning sold out of Invesco KBW Bank ETF (KBWB) in Q2 2022, closing a stake of 250 shares — an estimated $16K sold.

Mark Sheptoff Financial Planning first reported a position in KBWB in Q1 2022 and held it in 1 quarter. The position peaked at $16K in Q1 2022. 151 funds tracked by Wall St. Rank hold KBWB as of Q2 2022.

  • Mark Sheptoff Financial Planning reported no remaining Invesco KBW Bank ETF position as of Q2 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 250 Invesco KBW Bank ETF shares in Q2 2022, an estimated $16K.
  • Mark Sheptoff Financial Planning first reported a position in Invesco KBW Bank ETF in Q1 2022 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Invesco KBW Bank ETF position peaked at $16K in Q1 2022.
  • 151 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.