SF
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Safeguard Financial’s Invesco KBW Bank ETF KBWB Stock Holding History

Safeguard Financial’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
2023
Q3 		– Sell
-408
Closed -$16K – 323
2023
Q2 		$16K Buy
+408
New +$16.6K 0.01% 287

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WA
WP Advisors San Francisco, California $387M AUM 21.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Safeguard Financial's KBWB Position: Q3 2023 in Review

Safeguard Financial sold out of Invesco KBW Bank ETF (KBWB) in Q3 2023, closing a stake of 408 shares — an estimated $16K sold.

Safeguard Financial first reported a position in KBWB in Q2 2023 and held it in 1 quarter. The position peaked at $16K in Q2 2023. 142 funds tracked by Wall St. Rank hold KBWB as of Q3 2023.

  • Safeguard Financial reported no remaining Invesco KBW Bank ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 408 Invesco KBW Bank ETF shares in Q3 2023, an estimated $16K.
  • Safeguard Financial first reported a position in Invesco KBW Bank ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Invesco KBW Bank ETF position peaked at $16K in Q2 2023.
  • 142 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.