Measured Wealth Private Client Group’s Invesco KBW Bank ETF KBWB Stock Holding History

Measured Wealth Private Client Group’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 Q1	$608K	Buy	7,680 +3,109	+68%	+$260K	0.17%	89
2025 Q4	$385K	Buy	+4,571	New	+$362K	0.1%	121

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

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

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

MIFH

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

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

WBG

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

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Measured Wealth Private Client Group's KBWB Position: Q1 2026 in Review

Measured Wealth Private Client Group increased its Invesco KBW Bank ETF (KBWB) stake by 68% in Q1 2026, buying an estimated $260K and bringing the position to 7,680 shares worth $608K. The position accounts for 0.17% of the portfolio, ranked #89.

Measured Wealth Private Client Group first reported a position in KBWB in Q4 2025 and has held it in 2 quarters since. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

Measured Wealth Private Client Group held 7,680 shares of Invesco KBW Bank ETF worth $608K as of Q1 2026.
Measured Wealth Private Client Group bought 3,109 Invesco KBW Bank ETF shares in Q1 2026, an estimated $260K.
Invesco KBW Bank ETF made up 0.17% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #89 holding.
Measured Wealth Private Client Group first reported a position in Invesco KBW Bank ETF in Q4 2025 and has held it in 2 quarters since.
300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.