Sapient Capital’s Invesco KBW Bank ETF KBWB Stock Holding History

Sapient Capital’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	$258K	Hold	2,779	–	–	﹤0.01%	346
2026 Q1	$220K	Sell	2,779 -1,103	-28%	-$92.2K	﹤0.01%	414
2025 Q4	$330K	Buy	3,882 +460	+13%	+$36.4K	﹤0.01%	327
2025 Q3	$270K	Hold	3,422	–	–	﹤0.01%	333
2025 Q2	$245K	Hold	3,422	–	–	﹤0.01%	333
2025 Q1	$215K	Hold	3,422	–	–	﹤0.01%	346
2024 Q4	$224K	Hold	3,422	–	–	﹤0.01%	341
2024 Q3	$201K	Sell	3,422 -4,957	-59%	-$282K	﹤0.01%	379
2024 Q2	$448K	Sell	8,379 -4,400	-34%	-$232K	0.01%	243
2024 Q1	$686K	Hold	12,779	–	–	0.02%	212
2023 Q4	$629K	Buy	+12,779	New	+$541K	0.02%	213

Other funds holding KBWB

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return