MRA Advisory Group’s Invesco KBW Bank ETF KBWB Stock Holding History

MRA Advisory 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 Q2	$226K	Buy	+2,435	New	+$213K	0.08%	128
2026 Q1	–	Sell	-2,415	Closed	-$204K	–	148
2025 Q4	$204K	Buy	+2,415	New	+$191K	0.09%	121
2023 Q4	–	Sell	-87,203	Closed	-$3.49M	–	126
2023 Q3	$3.49M	Buy	87,203 +6,246	+8%	+$266K	2.49%	14
2023 Q2	$3.32M	Sell	80,957 -34,367	-30%	-$1.4M	2.29%	15
2023 Q1	$4.84M	Buy	115,324 +2,254	+2%	+$118K	3.49%	3
2022 Q4	$5.84M	Buy	113,070 +348	+0.3%	+$18.3K	4.59%	3
2022 Q3	$5.6M	Buy	112,722 +12,578	+13%	+$686K	4.77%	3
2022 Q2	$5.18M	Buy	100,144 +5,487	+6%	+$315K	4.53%	3
2022 Q1	$6.03M	Buy	94,657 +24,179	+34%	+$1.68M	4.58%	4
2021 Q4	$4.78M	Buy	70,478 +31,707	+82%	+$2.22M	3.7%	2
2021 Q3	$2.6M	Buy	+38,771	New	+$2.51M	2.21%	20

Other funds holding KBWB

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

MRA Advisory Group's KBWB Position: Q2 2026 in Review

MRA Advisory Group opened a new position in Invesco KBW Bank ETF (KBWB) in Q2 2026: 2,435 shares worth $226K. The stake represents 0.08% of the portfolio and ranks #128 among its holdings. This is a return to the name: MRA Advisory Group previously reported a position in KBWB as recently as Q4 2025.

MRA Advisory Group first reported a position in KBWB in Q3 2021 and has held it in 11 quarters since. The position peaked at $6.03M in Q1 2022. 78 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

MRA Advisory Group held 2,435 shares of Invesco KBW Bank ETF worth $226K as of Q2 2026.
Invesco KBW Bank ETF was a new MRA Advisory Group position in Q2 2026.
Invesco KBW Bank ETF made up 0.08% of MRA Advisory Group's portfolio in Q2 2026, its #128 holding.
MRA Advisory Group first reported a position in Invesco KBW Bank ETF in Q3 2021 and has held it in 11 quarters since.
MRA Advisory Group's Invesco KBW Bank ETF position peaked at $6.03M in Q1 2022.
78 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.