Simplex Trading
KBWB icon

Simplex Trading’s Invesco KBW Bank ETF KBWB Stock Holding History

Simplex Trading’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
Q3 		$2.65M Sell
30,400
-2,629
-8% -$251K ﹤0.01% 1713
2026
Q2 		$3.07M Buy
33,029
+27,695
+519% +$2.42M ﹤0.01% 1603
2026
Q1 		$422K Buy
+5,334
New +$446K ﹤0.01% 3472
2025
Q4 		– Sell
-3,602
Closed -$281K – 9318
2025
Q3 		$281K Sell
3,602
-9,492
-72% -$715K ﹤0.01% 4540
2025
Q2 		$937K Sell
13,094
-10,743
-45% -$681K ﹤0.01% 2847
2025
Q1 		$1.5M Buy
23,837
+18,247
+326% +$1.23M ﹤0.01% 2318
2024
Q4 		$365K Buy
5,590
+5,554
+15,428% +$363K ﹤0.01% 3859
2024
Q3 		$2K Buy
+36
New +$2.05K ﹤0.01% 8023
2024
Q1 		– Sell
-10,941
Closed -$538K – 9353
2023
Q4 		$538K Buy
+10,941
New +$463K ﹤0.01% 3619
2023
Q3 		– Sell
-2,504
Closed -$102K – 9237
2023
Q2 		$102K Sell
2,504
-7,234
-74% -$295K ﹤0.01% 5060
2023
Q1 		$408K Buy
9,738
+8,814
+954% +$461K ﹤0.01% 3479
2022
Q4 		$47K Buy
924
+565
+157% +$29.6K ﹤0.01% 5965
2022
Q3 		$17K Buy
+359
New +$19.6K ﹤0.01% 7683
2021
Q1 		– Sell
-947
Closed -$47K – 9394
2020
Q4 		$47K Sell
947
-535
-36% -$23.9K ﹤0.01% 6247
2020
Q3 		$55K Buy
1,482
+1,324
+838% +$51.3K ﹤0.01% 5516
2020
Q2 		$6K Buy
+158
New +$5.9K ﹤0.01% 6892
2019
Q4 		– Sell
-1,862
Closed -$95K – 7624
2019
Q3 		$95K Buy
1,862
+797
+75% +$39.9K ﹤0.01% 4370
2019
Q2 		$53K Buy
+1,065
New +$53.5K ﹤0.01% 4802
2017
Q2 		– Sell
-288
Closed -$13K – 6453
2017
Q1 		$13K Buy
+288
New +$13.9K ﹤0.01% 3714

Other funds holding KBWB

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Simplex Trading's KBWB Position: Q3 2026 in Review

Simplex Trading reduced its Invesco KBW Bank ETF (KBWB) stake by 8% in Q3 2026, selling an estimated $251K and leaving 30,400 shares worth $2.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

Simplex Trading first reported a position in KBWB in Q1 2017 and has held it in 19 quarters since. The position peaked at $3.07M in Q2 2026. 229 funds tracked by Wall St. Rank hold KBWB as of Q3 2026.

  • Simplex Trading held 30,400 shares of Invesco KBW Bank ETF worth $2.65M as of Q3 2026.
  • Simplex Trading sold 2,629 Invesco KBW Bank ETF shares in Q3 2026, an estimated $251K.
  • Invesco KBW Bank ETF made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #1713 holding.
  • Simplex Trading first reported a position in Invesco KBW Bank ETF in Q1 2017 and has held it in 19 quarters since.
  • Simplex Trading's Invesco KBW Bank ETF position peaked at $3.07M in Q2 2026.
  • 229 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.