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MTM Investment Management’s Invesco KBW Bank ETF KBWB Stock Holding History

MTM Investment 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 		$43.2K Buy
+464
New +$40.6K 0.01% 366
2024
Q2 		– Sell
-26
Closed -$1.4K – 269
2024
Q1 		$1.4K Buy
+26
New +$1.29K ﹤0.01% 284

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

MTM Investment Management's KBWB Position: Q2 2026 in Review

MTM Investment Management opened a new position in Invesco KBW Bank ETF (KBWB) in Q2 2026: 464 shares worth $43.2K. The stake represents 0.01% of the portfolio and ranks #366 among its holdings. This is a return to the name: MTM Investment Management previously reported a position in KBWB as recently as Q1 2024.

MTM Investment Management first reported a position in KBWB in Q1 2024 and has held it in 2 quarters since. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • MTM Investment Management held 464 shares of Invesco KBW Bank ETF worth $43.2K as of Q2 2026.
  • Invesco KBW Bank ETF was a new MTM Investment Management position in Q2 2026.
  • Invesco KBW Bank ETF made up 0.01% of MTM Investment Management's portfolio in Q2 2026, its #366 holding.
  • MTM Investment Management first reported a position in Invesco KBW Bank ETF in Q1 2024 and has held it in 2 quarters since.
  • 338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.