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NorthAvenue LLC’s Invesco KBW Bank ETF KBWB Stock Holding History

NorthAvenue LLC’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 		$10.9K Buy
+117
New +$10.2K 0.01% 154

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
TI
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
Envestnet Portfolio Solutions
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

NorthAvenue LLC's KBWB Position: Q2 2026 in Review

NorthAvenue LLC opened a new position in Invesco KBW Bank ETF (KBWB) in Q2 2026: 117 shares worth $10.9K. The stake represents 0.01% of the portfolio and ranks #154 among its holdings.

56 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • NorthAvenue LLC held 117 shares of Invesco KBW Bank ETF worth $10.9K as of Q2 2026.
  • Invesco KBW Bank ETF was a new NorthAvenue LLC position in Q2 2026.
  • Invesco KBW Bank ETF made up 0.01% of NorthAvenue LLC's portfolio in Q2 2026, its #154 holding.
  • 56 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.