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Private Wealth Management Group’s Invesco KBW Bank ETF KBWB Stock Holding History

Private Wealth Management 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
Q3 		– Sell
-100
Closed -$9.3K – 1540
2026
Q2 		$9.3K Sell
100
-400
-80% -$35K ﹤0.01% 605
2026
Q1 		$39.6K Buy
+500
New +$41.8K 0.01% 226
2024
Q1 		– Sell
-366
Closed -$18K – 1548
2023
Q4 		$18K Buy
+366
New +$15.5K 0.01% 281

Other funds holding KBWB

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Ledyard National Bank
Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
WA
WP Advisors San Francisco, California $436M AUM 23.46% 1-Year Est. Return
Quattro Financial Advisors
Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return
Pinnacle Wealth Management Group
Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return
Crown Wealth Group
Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return

Private Wealth Management Group's KBWB Position: Q3 2026 in Review

Private Wealth Management Group sold out of Invesco KBW Bank ETF (KBWB) in Q3 2026, closing a stake of 100 shares — an estimated $9.3K sold.

Private Wealth Management Group first reported a position in KBWB in Q4 2023 and held it in 3 quarters. The position peaked at $39.6K in Q1 2026. 78 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

  • Private Wealth Management Group reported no remaining Invesco KBW Bank ETF position as of Q3 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 100 Invesco KBW Bank ETF shares in Q3 2026, an estimated $9.3K.
  • Private Wealth Management Group first reported a position in Invesco KBW Bank ETF in Q4 2023 and held it in 3 quarters.
  • Private Wealth Management Group's Invesco KBW Bank ETF position peaked at $39.6K in Q1 2026.
  • 78 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.