Regal Investment Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

Regal Investment Advisors’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	$309K	Sell	3,322 -196	-6%	-$17.1K	0.02%	561
2026 Q1	$278K	Buy	3,518 +305	+9%	+$25.5K	0.02%	545
2025 Q4	$271K	Buy	+3,213	New	+$254K	0.02%	528
2023 Q3	–	Sell	-16,600	Closed	-$681K	–	517
2023 Q2	$681K	Buy	16,600 +2,500	+18%	+$102K	0.06%	247
2023 Q1	$592K	Buy	14,100 +575	+4%	+$30.1K	0.05%	263
2022 Q4	$698K	Hold	13,525	–	–	0.07%	226
2022 Q3	$664K	Buy	13,525 +125	+0.9%	+$6.82K	0.07%	225
2022 Q2	$694K	Hold	13,400	–	–	0.07%	237
2022 Q1	$854K	Sell	13,400 -18,800	-58%	-$1.3M	0.08%	236
2021 Q4	$2.18M	Buy	32,200 +18,700	+139%	+$1.31M	0.19%	121
2021 Q3	$906K	Sell	13,500 -153	-1%	-$9.91K	0.09%	245
2021 Q2	$879K	Buy	+13,653	New	+$897K	0.09%	243

Other funds holding KBWB

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

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

WBG

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Regal Investment Advisors's KBWB Position: Q2 2026 in Review

Regal Investment Advisors reduced its Invesco KBW Bank ETF (KBWB) stake by 5.6% in Q2 2026, selling an estimated $17.1K and leaving 3,322 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #561.

Regal Investment Advisors first reported a position in KBWB in Q2 2021 and has held it in 12 quarters since. The position peaked at $2.18M in Q4 2021. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

Regal Investment Advisors held 3,322 shares of Invesco KBW Bank ETF worth $309K as of Q2 2026.
Regal Investment Advisors sold 196 Invesco KBW Bank ETF shares in Q2 2026, an estimated $17.1K.
Invesco KBW Bank ETF made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #561 holding.
Regal Investment Advisors first reported a position in Invesco KBW Bank ETF in Q2 2021 and has held it in 12 quarters since.
Regal Investment Advisors's Invesco KBW Bank ETF position peaked at $2.18M in Q4 2021.
338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.