Planning Strategies
KBWB icon

Planning Strategies’s Invesco KBW Bank ETF KBWB Stock Holding History

Planning Strategies’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
Q3 		– Sell
-2,632
Closed -$245K – 1179
2026
Q2 		$245K Buy
+2,632
New +$230K 0.15% 59

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Clal Insurance
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WBG
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Harel Insurance Investments & Financial Services
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Temasek Holdings
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Meitav Investment House
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Annex Advisory Services
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Planning Strategies's KBWB Position: Q3 2026 in Review

Planning Strategies sold out of Invesco KBW Bank ETF (KBWB) in Q3 2026, closing a stake of 2,632 shares — an estimated $245K sold.

Planning Strategies first reported a position in KBWB in Q2 2026 and held it in 1 quarter. The position peaked at $245K in Q2 2026. 307 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

  • Planning Strategies reported no remaining Invesco KBW Bank ETF position as of Q3 2026 after selling out during the quarter.
  • Planning Strategies sold 2,632 Invesco KBW Bank ETF shares in Q3 2026, an estimated $245K.
  • Planning Strategies first reported a position in Invesco KBW Bank ETF in Q2 2026 and held it in 1 quarter.
  • Planning Strategies's Invesco KBW Bank ETF position peaked at $245K in Q2 2026.
  • 307 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.