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Pinion Investment Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

Pinion Investment 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
2022
Q2 		– Sell
-7,039
Closed -$449K – 168
2022
Q1 		$449K Buy
+7,039
New +$488K 0.31% 101

Other funds holding KBWB

Phoenix Financial
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Accredited Investors
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Altshuler Shaham
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

Pinion Investment Advisors's KBWB Position: Q2 2022 in Review

Pinion Investment Advisors sold out of Invesco KBW Bank ETF (KBWB) in Q2 2022, closing a stake of 7,039 shares — an estimated $449K sold.

Pinion Investment Advisors first reported a position in KBWB in Q1 2022 and held it in 1 quarter. The position peaked at $449K in Q1 2022. 151 funds tracked by Wall St. Rank hold KBWB as of Q2 2022.

  • Pinion Investment Advisors reported no remaining Invesco KBW Bank ETF position as of Q2 2022 after selling out during the quarter.
  • Pinion Investment Advisors sold 7,039 Invesco KBW Bank ETF shares in Q2 2022, an estimated $449K.
  • Pinion Investment Advisors first reported a position in Invesco KBW Bank ETF in Q1 2022 and held it in 1 quarter.
  • Pinion Investment Advisors's Invesco KBW Bank ETF position peaked at $449K in Q1 2022.
  • 151 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2022.

Based on Pinion Investment Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.