Secure Asset Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Secure 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	-3,581	Closed	-$228K	–	198
2022 Q1	$228K	Sell	3,581 -216	-6%	-$15K	0.1%	176
2021 Q4	$258K	Buy	3,797 +283	+8%	+$19.8K	0.1%	167
2021 Q3	$236K	Buy	+3,514	New	+$228K	0.12%	154
2021 Q2	–	Sell	-3,379	Closed	-$209K	–	198
2021 Q1	$209K	Buy	+3,379	New	+$195K	0.12%	171

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

Secure Asset Management's KBWB Position: Q2 2022 in Review

Secure Asset Management sold out of Invesco KBW Bank ETF (KBWB) in Q2 2022, closing a stake of 3,581 shares — an estimated $228K sold.

Secure Asset Management first reported a position in KBWB in Q1 2021 and held it in 4 quarters. The position peaked at $258K in Q4 2021. 151 funds tracked by Wall St. Rank hold KBWB as of Q2 2022.

Secure Asset Management reported no remaining Invesco KBW Bank ETF position as of Q2 2022 after selling out during the quarter.
Secure Asset Management sold 3,581 Invesco KBW Bank ETF shares in Q2 2022, an estimated $228K.
Secure Asset Management first reported a position in Invesco KBW Bank ETF in Q1 2021 and held it in 4 quarters.
Secure Asset Management's Invesco KBW Bank ETF position peaked at $258K in Q4 2021.
151 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2022.

Based on Secure Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.