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

Mosley 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
2026
Q2 		$51.7K Sell
556
-2,977
-84% -$260K 0.02% 248
2026
Q1 		$276K Buy
3,533
+1
+0% +$84 0.13% 131
2025
Q4 		$269K Buy
+3,532
New +$279K 0.12% 139

Other funds holding KBWB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Mosley Wealth Management's KBWB Position: Q2 2026 in Review

Mosley Wealth Management reduced its Invesco KBW Bank ETF (KBWB) stake by 84% in Q2 2026, selling an estimated $260K and leaving 556 shares worth $51.7K. The position accounts for 0.02% of the portfolio, ranked #248.

Mosley Wealth Management first reported a position in KBWB in Q4 2025 and has held it in 3 quarters since. The position peaked at $276K in Q1 2026. 339 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Mosley Wealth Management held 556 shares of Invesco KBW Bank ETF worth $51.7K as of Q2 2026.
  • Mosley Wealth Management sold 2,977 Invesco KBW Bank ETF shares in Q2 2026, an estimated $260K.
  • Invesco KBW Bank ETF made up 0.02% of Mosley Wealth Management's portfolio in Q2 2026, its #248 holding.
  • Mosley Wealth Management first reported a position in Invesco KBW Bank ETF in Q4 2025 and has held it in 3 quarters since.
  • Mosley Wealth Management's Invesco KBW Bank ETF position peaked at $276K in Q1 2026.
  • 339 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.