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Smallwood Wealth Investment Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Smallwood Wealth Investment 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
2025
Q3 		– Sell
-23
Closed -$1.65K – 558
2025
Q2 		$1.65K Buy
+23
New +$1.46K ﹤0.01% 419

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Smallwood Wealth Investment Management's KBWB Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of Invesco KBW Bank ETF (KBWB) in Q3 2025, closing a stake of 23 shares — an estimated $1.65K sold.

Smallwood Wealth Investment Management first reported a position in KBWB in Q2 2025 and held it in 1 quarter. The position peaked at $1.65K in Q2 2025. 260 funds tracked by Wall St. Rank hold KBWB as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining Invesco KBW Bank ETF position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 23 Invesco KBW Bank ETF shares in Q3 2025, an estimated $1.65K.
  • Smallwood Wealth Investment Management first reported a position in Invesco KBW Bank ETF in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Invesco KBW Bank ETF position peaked at $1.65K in Q2 2025.
  • 260 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.