Rothschild Investment LLC’s Invesco KBW Regional Banking ETF KBWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.1K Hold
400
﹤0.01% 989
2025
Q1
$22.5K Hold
400
﹤0.01% 973
2024
Q4
$23.9K Hold
400
﹤0.01% 957
2024
Q3
$22.7K Hold
400
﹤0.01% 975
2024
Q2
$19.7K Hold
400
﹤0.01% 977
2024
Q1
$20.4K Hold
400
﹤0.01% 917
2023
Q4
$21.9K Buy
+400
New +$21.9K ﹤0.01% 838