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Prospera Financial Services’s Invesco KBW Bank ETF KBWB Stock Holding History

Prospera Financial Services’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
2025
Q4 		– Sell
-22,456
Closed -$1.76M – 1403
2025
Q3 		$1.76M Buy
+22,456
New +$1.69M 0.03% 507
2025
Q2 		– Sell
-3,605
Closed -$226K – 1335
2025
Q1 		$226K Buy
+3,605
New +$242K 0.01% 1086
2022
Q2 		– Sell
-535
Closed -$34K – 2146
2022
Q1 		$34K Buy
+535
New +$37.1K ﹤0.01% 1528
2020
Q4 		– Sell
-148
Closed -$6K – 1136
2020
Q3 		$6K Buy
+148
New +$5.73K ﹤0.01% 1243

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prospera Financial Services's KBWB Position: Q4 2025 in Review

Prospera Financial Services sold out of Invesco KBW Bank ETF (KBWB) in Q4 2025, closing a stake of 22,456 shares — an estimated $1.76M sold.

Prospera Financial Services first reported a position in KBWB in Q3 2020 and held it in 4 quarters. The position peaked at $1.76M in Q3 2025. 309 funds tracked by Wall St. Rank hold KBWB as of Q4 2025.

  • Prospera Financial Services reported no remaining Invesco KBW Bank ETF position as of Q4 2025 after selling out during the quarter.
  • Prospera Financial Services sold 22,456 Invesco KBW Bank ETF shares in Q4 2025, an estimated $1.76M.
  • Prospera Financial Services first reported a position in Invesco KBW Bank ETF in Q3 2020 and held it in 4 quarters.
  • Prospera Financial Services's Invesco KBW Bank ETF position peaked at $1.76M in Q3 2025.
  • 309 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q4 2025.

Based on Prospera Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.