Raab & Moskowitz Asset Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Raab & Moskowitz 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
2022 Q2	–	Sell	-3,545	Closed	-$225K	–	162
2022 Q1	$225K	Hold	3,545	–	–	0.08%	154
2021 Q4	$240K	Buy	+3,545	New	+$248K	0.08%	152
2020 Q1	–	Sell	-457	Closed	-$26K	–	345
2019 Q4	$26K	Buy	+457	New	+$25.2K	0.01%	318
2018 Q4	–	Sell	-457	Closed	-$24K	–	348
2018 Q3	$24K	Buy	+457	New	+$25.6K	0.01%	329

Other funds holding KBWB

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

Raab & Moskowitz Asset Management's KBWB Position: Q2 2022 in Review

Raab & Moskowitz Asset Management sold out of Invesco KBW Bank ETF (KBWB) in Q2 2022, closing a stake of 3,545 shares — an estimated $225K sold.

Raab & Moskowitz Asset Management first reported a position in KBWB in Q3 2018 and held it in 4 quarters. The position peaked at $240K in Q4 2021. 151 funds tracked by Wall St. Rank hold KBWB as of Q2 2022.

Raab & Moskowitz Asset Management reported no remaining Invesco KBW Bank ETF position as of Q2 2022 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 3,545 Invesco KBW Bank ETF shares in Q2 2022, an estimated $225K.
Raab & Moskowitz Asset Management first reported a position in Invesco KBW Bank ETF in Q3 2018 and held it in 4 quarters.
Raab & Moskowitz Asset Management's Invesco KBW Bank ETF position peaked at $240K in Q4 2021.
151 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2022.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.