PWM
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Puff Wealth Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Puff Wealth 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
Q3 		$1.2M Buy
13,796
+1,560
+13% +$149K 1.14% 29
2026
Q2 		$1.14M Buy
+12,236
New +$1.07M 1.16% 27
2025
Q4 		$566K Buy
6,603
+1,624
+33% +$128K 0.73% 40
2025
Q3 		$389K Buy
+4,979
New +$375K 0.59% 42

Other funds holding KBWB

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Puff Wealth Management's KBWB Position: Q3 2026 in Review

Puff Wealth Management increased its Invesco KBW Bank ETF (KBWB) stake by 13% in Q3 2026, buying an estimated $149K and bringing the position to 13,796 shares worth $1.2M. The position accounts for 1.14% of the portfolio, ranked #29.

Puff Wealth Management first reported a position in KBWB in Q3 2025 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

  • Puff Wealth Management held 13,796 shares of Invesco KBW Bank ETF worth $1.2M as of Q3 2026.
  • Puff Wealth Management bought 1,560 Invesco KBW Bank ETF shares in Q3 2026, an estimated $149K.
  • Invesco KBW Bank ETF made up 1.14% of Puff Wealth Management's portfolio in Q3 2026, its #29 holding.
  • Puff Wealth Management first reported a position in Invesco KBW Bank ETF in Q3 2025 and has held it in 4 quarters since.
  • 23 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.