Masso Torrence Wealth Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Masso Torrence Wealth Management’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
2025 Q3	$2.15M	Buy	27,504 +401	+1%	+$30.2K	0.9%	28
2025 Q2	$1.94M	Sell	27,103 -970	-3%	-$61.5K	0.9%	26
2025 Q1	$1.76M	Buy	+28,073	New	+$1.89M	0.94%	26
2023 Q2	–	Sell	-40,849	Closed	-$1.71M	–	89
2023 Q1	$1.71M	Sell	40,849 -10,510	-20%	-$550K	1.36%	24
2022 Q4	$2.65M	Buy	+51,359	New	+$2.7M	2.11%	15

Other funds holding KBWB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Masso Torrence Wealth Management's KBWB Position: Q3 2025 in Review

Masso Torrence Wealth Management increased its Invesco KBW Bank ETF (KBWB) stake by 1.5% in Q3 2025, buying an estimated $30.2K and bringing the position to 27,504 shares worth $2.15M. The position accounts for 0.9% of the portfolio, ranked #28.

Masso Torrence Wealth Management first reported a position in KBWB in Q4 2022 and has held it in 5 quarters since. The position peaked at $2.65M in Q4 2022. 260 funds tracked by Wall St. Rank hold KBWB as of Q3 2025.

Masso Torrence Wealth Management held 27,504 shares of Invesco KBW Bank ETF worth $2.15M as of Q3 2025.
Masso Torrence Wealth Management bought 401 Invesco KBW Bank ETF shares in Q3 2025, an estimated $30.2K.
Invesco KBW Bank ETF made up 0.9% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #28 holding.
Masso Torrence Wealth Management first reported a position in Invesco KBW Bank ETF in Q4 2022 and has held it in 5 quarters since.
Masso Torrence Wealth Management's Invesco KBW Bank ETF position peaked at $2.65M in Q4 2022.
260 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.