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Princeton Global Asset Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Princeton Global Asset Management’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 		$405K Buy
4,354
+734
+20% +$64.2K 0.06% 157
2026
Q1 		$286K Buy
+3,620
New +$303K 0.05% 167

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
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
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Princeton Global Asset Management's KBWB Position: Q2 2026 in Review

Princeton Global Asset Management increased its Invesco KBW Bank ETF (KBWB) stake by 20% in Q2 2026, buying an estimated $64.2K and bringing the position to 4,354 shares worth $405K. The position accounts for 0.06% of the portfolio, ranked #157.

Princeton Global Asset Management first reported a position in KBWB in Q1 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Princeton Global Asset Management held 4,354 shares of Invesco KBW Bank ETF worth $405K as of Q2 2026.
  • Princeton Global Asset Management bought 734 Invesco KBW Bank ETF shares in Q2 2026, an estimated $64.2K.
  • Invesco KBW Bank ETF made up 0.06% of Princeton Global Asset Management's portfolio in Q2 2026, its #157 holding.
  • Princeton Global Asset Management first reported a position in Invesco KBW Bank ETF in Q1 2026 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.