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

Smartleaf 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
2026 Q2	$50K	Hold	534	–	–	﹤0.01%	1512
2026 Q1	$40.8K	Sell	534 -1	-0.2%	-$84	﹤0.01%	1567
2025 Q4	$45.4K	Buy	535 +485	+970%	+$38.4K	﹤0.01%	1604
2025 Q3	$3.95K	Buy	+50	New	+$3.77K	﹤0.01%	2450

Other funds holding KBWB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Smartleaf Asset Management's KBWB Position: Q2 2026 in Review

Smartleaf Asset Management held its Invesco KBW Bank ETF (KBWB) position steady in Q2 2026 at 534 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Smartleaf Asset Management first reported a position in KBWB in Q3 2025 and has held it in 4 quarters since. 339 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

Smartleaf Asset Management held 534 shares of Invesco KBW Bank ETF worth $50K as of Q2 2026.
Smartleaf Asset Management left its Invesco KBW Bank ETF share count unchanged in Q2 2026.
Invesco KBW Bank ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1512 holding.
Smartleaf Asset Management first reported a position in Invesco KBW Bank ETF in Q3 2025 and has held it in 4 quarters since.
339 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.