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

Northstar 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 		$1.16M Buy
+12,423
New +$1.09M 0.36% 54
2026
Q1 		– Sell
-3,097
Closed -$261K – 128
2025
Q4 		$261K Buy
+3,097
New +$245K 0.09% 98

Other funds holding KBWB

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $477M AUM 26.7% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WA
WP Advisors San Francisco, California $413M AUM 26.32% 1-Year Est. Return

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

Northstar Advisory Group opened a new position in Invesco KBW Bank ETF (KBWB) in Q2 2026: 12,423 shares worth $1.16M. The stake represents 0.36% of the portfolio and ranks #54 among its holdings. This is a return to the name: Northstar Advisory Group previously reported a position in KBWB as recently as Q4 2025.

Northstar Advisory Group first reported a position in KBWB in Q4 2025 and has held it in 2 quarters since. 131 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Northstar Advisory Group held 12,423 shares of Invesco KBW Bank ETF worth $1.16M as of Q2 2026.
  • Invesco KBW Bank ETF was a new Northstar Advisory Group position in Q2 2026.
  • Invesco KBW Bank ETF made up 0.36% of Northstar Advisory Group's portfolio in Q2 2026, its #54 holding.
  • Northstar Advisory Group first reported a position in Invesco KBW Bank ETF in Q4 2025 and has held it in 2 quarters since.
  • 131 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.