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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
Q2 		$245K Buy
+2,632
New +$230K 0.15% 59

Other funds holding KBWB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Planning Strategies's KBWB Position: Q2 2026 in Review

Planning Strategies opened a new position in Invesco KBW Bank ETF (KBWB) in Q2 2026: 2,632 shares worth $245K. The stake represents 0.15% of the portfolio and ranks #59 among its holdings.

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

  • Planning Strategies held 2,632 shares of Invesco KBW Bank ETF worth $245K as of Q2 2026.
  • Invesco KBW Bank ETF was a new Planning Strategies position in Q2 2026.
  • Invesco KBW Bank ETF made up 0.15% of Planning Strategies's portfolio in Q2 2026, its #59 holding.
  • 322 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.