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Sowell Financial Services’s Invesco KBW Bank ETF KBWB Stock Holding History

Sowell Financial Services’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
Q1 		– Sell
-12,009
Closed -$1.01M – 1158
2025
Q4 		$1.01M Buy
+12,009
New +$950K 0.04% 431
2019
Q4 		– Sell
-9,542
Closed -$492K – 2593
2019
Q3 		$492K Buy
+9,542
New +$478K 0.04% 418

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Sowell Financial Services's KBWB Position: Q1 2026 in Review

Sowell Financial Services sold out of Invesco KBW Bank ETF (KBWB) in Q1 2026, closing a stake of 12,009 shares — an estimated $1.01M sold.

Sowell Financial Services first reported a position in KBWB in Q3 2019 and held it in 2 quarters. The position peaked at $1.01M in Q4 2025. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Sowell Financial Services reported no remaining Invesco KBW Bank ETF position as of Q1 2026 after selling out during the quarter.
  • Sowell Financial Services sold 12,009 Invesco KBW Bank ETF shares in Q1 2026, an estimated $1.01M.
  • Sowell Financial Services first reported a position in Invesco KBW Bank ETF in Q3 2019 and held it in 2 quarters.
  • Sowell Financial Services's Invesco KBW Bank ETF position peaked at $1.01M in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.