New Wave Wealth Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

New Wave Wealth Advisors’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 Q1	–	Sell	-5,985	Closed	-$504K	–	210
2025 Q4	$504K	Buy	+5,985	New	+$473K	0.18%	89

Other funds holding KBWB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

New Wave Wealth Advisors's KBWB Position: Q1 2026 in Review

New Wave Wealth Advisors sold out of Invesco KBW Bank ETF (KBWB) in Q1 2026, closing a stake of 5,985 shares — an estimated $504K sold.

New Wave Wealth Advisors first reported a position in KBWB in Q4 2025 and held it in 1 quarter. The position peaked at $504K in Q4 2025. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

New Wave Wealth Advisors reported no remaining Invesco KBW Bank ETF position as of Q1 2026 after selling out during the quarter.
New Wave Wealth Advisors sold 5,985 Invesco KBW Bank ETF shares in Q1 2026, an estimated $504K.
New Wave Wealth Advisors first reported a position in Invesco KBW Bank ETF in Q4 2025 and held it in 1 quarter.
New Wave Wealth Advisors's Invesco KBW Bank ETF position peaked at $504K in Q4 2025.
300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on New Wave Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.