Meritage Portfolio Management’s Invesco KBW Regional Banking ETF KBWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$588K Buy
2025
Q1
$548K Sell
2024
Q4
$608K Buy
2024
Q3
$513K Buy
2024
Q2
$407K Sell
2024
Q1
$422K Sell
2023
Q4
$479K Buy
2023
Q3
$376K Buy