MRA Advisory Group
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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
Q3 		$213K Buy
2,444
+9
+0.4% +$860 0.08% 135
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

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Ledyard National Bank
Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return
RFG Holdings
RFG Holdings Argyle, Texas $481M AUM 18.99% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

MRA Advisory Group's KBWB Position: Q3 2026 in Review

MRA Advisory Group increased its Invesco KBW Bank ETF (KBWB) stake by 0.37% in Q3 2026, buying an estimated $860 and bringing the position to 2,444 shares worth $213K. The position accounts for 0.08% of the portfolio, ranked #135.

MRA Advisory Group first reported a position in KBWB in Q3 2021 and has held it in 12 quarters since. The position peaked at $6.03M in Q1 2022. 120 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

  • MRA Advisory Group held 2,444 shares of Invesco KBW Bank ETF worth $213K as of Q3 2026.
  • MRA Advisory Group bought 9 Invesco KBW Bank ETF shares in Q3 2026, an estimated $860.
  • Invesco KBW Bank ETF made up 0.08% of MRA Advisory Group's portfolio in Q3 2026, its #135 holding.
  • MRA Advisory Group first reported a position in Invesco KBW Bank ETF in Q3 2021 and has held it in 12 quarters since.
  • MRA Advisory Group's Invesco KBW Bank ETF position peaked at $6.03M in Q1 2022.
  • 120 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.