Mid Atlantic Financial Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$200K	Buy	+2,985	New	+$193K	0.01%	831

Other funds holding KBWB

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

MIFH

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

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

Goldman Sachs New York $871B AUM 31.28% 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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Mid Atlantic Financial Management's KBWB Position: Q3 2021 in Review

Mid Atlantic Financial Management opened a new position in Invesco KBW Bank ETF (KBWB) in Q3 2021: 2,985 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #831 among its holdings.

149 funds tracked by Wall St. Rank hold KBWB as of Q3 2021.

Mid Atlantic Financial Management held 2,985 shares of Invesco KBW Bank ETF worth $200K as of Q3 2021.
Invesco KBW Bank ETF was a new Mid Atlantic Financial Management position in Q3 2021.
Invesco KBW Bank ETF made up 0.01% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #831 holding.
149 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.