MW
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Marks Wealth’s Invesco KBW Bank ETF KBWB Stock Holding History

Marks Wealth’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 		$31.3M Buy
+336,481
New +$29.4M 6.77% 7
2025
Q4 		– Sell
-217,459
Closed -$17M – 26
2025
Q3 		$17M Buy
+217,459
New +$16.4M 5.25% 9

Other funds holding KBWB

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $477M AUM 26.7% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WA
WP Advisors San Francisco, California $413M AUM 26.32% 1-Year Est. Return

Marks Wealth's KBWB Position: Q2 2026 in Review

Marks Wealth opened a new position in Invesco KBW Bank ETF (KBWB) in Q2 2026: 336,481 shares worth $31.3M. The stake represents 6.77% of the portfolio and ranks #7 among its holdings. This is a return to the name: Marks Wealth previously reported a position in KBWB as recently as Q3 2025.

Marks Wealth first reported a position in KBWB in Q3 2025 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Marks Wealth held 336,481 shares of Invesco KBW Bank ETF worth $31.3M as of Q2 2026.
  • Invesco KBW Bank ETF was a new Marks Wealth position in Q2 2026.
  • Invesco KBW Bank ETF made up 6.77% of Marks Wealth's portfolio in Q2 2026, its #7 holding.
  • Marks Wealth first reported a position in Invesco KBW Bank ETF in Q3 2025 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Marks Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.