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Source Financial Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

Source Financial Advisors’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
2023
Q1 		– Sell
-10,344
Closed -$534K – 126
2022
Q4 		$534K Buy
+10,344
New +$543K 0.2% 75
2022
Q2 		– Sell
-3,845
Closed -$245K – 119
2022
Q1 		$245K Buy
+3,845
New +$267K 0.07% 104

Other funds holding KBWB

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Source Financial Advisors's KBWB Position: Q1 2023 in Review

Source Financial Advisors sold out of Invesco KBW Bank ETF (KBWB) in Q1 2023, closing a stake of 10,344 shares — an estimated $534K sold.

Source Financial Advisors first reported a position in KBWB in Q1 2022 and held it in 2 quarters. The position peaked at $534K in Q4 2022. 158 funds tracked by Wall St. Rank hold KBWB as of Q1 2023.

  • Source Financial Advisors reported no remaining Invesco KBW Bank ETF position as of Q1 2023 after selling out during the quarter.
  • Source Financial Advisors sold 10,344 Invesco KBW Bank ETF shares in Q1 2023, an estimated $534K.
  • Source Financial Advisors first reported a position in Invesco KBW Bank ETF in Q1 2022 and held it in 2 quarters.
  • Source Financial Advisors's Invesco KBW Bank ETF position peaked at $534K in Q4 2022.
  • 158 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2023.

Based on Source Financial Advisors's 13F filing for Q1 2023, filed 20 Apr 2023.