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

Spire Wealth 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 		$283K Buy
3,047
+134
+5% +$11.7K 0.01% 686
2026
Q1 		$231K Buy
2,913
+100
+4% +$8.36K 0.01% 736
2025
Q4 		$237K Buy
2,813
+2,200
+359% +$174K 0.01% 755
2025
Q3 		$48K Hold
613
– – ﹤0.01% 1251
2025
Q2 		$43.9K Sell
613
-2,180
-78% -$138K ﹤0.01% 1253
2025
Q1 		$175K Hold
2,793
– – 0.01% 851
2024
Q4 		$183K Buy
2,793
+2,200
+371% +$144K 0.01% 848
2024
Q3 		$34.8K Hold
593
– – ﹤0.01% 1254
2024
Q2 		$31.7K Sell
593
-53
-8% -$2.8K ﹤0.01% 1268
2024
Q1 		$34.7K Buy
646
+43
+7% +$2.13K ﹤0.01% 1334
2023
Q4 		$29.1K Sell
603
-375
-38% -$15.9K ﹤0.01% 1396
2023
Q3 		$39.2K Buy
978
+25
+3% +$1.07K ﹤0.01% 1256
2023
Q2 		$39.1K Hold
953
– – ﹤0.01% 1303
2023
Q1 		$40K Sell
953
-69
-7% -$3.61K ﹤0.01% 1290
2022
Q4 		$53K Sell
1,022
-49
-5% -$2.57K ﹤0.01% 972
2022
Q3 		$53K Buy
1,071
+118
+12% +$6.44K ﹤0.01% 930
2022
Q2 		$49K Buy
953
+8
+0.8% +$459 ﹤0.01% 1297
2022
Q1 		$60K Hold
945
– – ﹤0.01% 1382
2021
Q4 		$64K Buy
945
+294
+45% +$20.6K ﹤0.01% 1602
2021
Q3 		$44K Buy
+651
New +$42.2K ﹤0.01% 1525

Other funds holding KBWB

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Spire Wealth Management's KBWB Position: Q2 2026 in Review

Spire Wealth Management increased its Invesco KBW Bank ETF (KBWB) stake by 4.6% in Q2 2026, buying an estimated $11.7K and bringing the position to 3,047 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #686.

Spire Wealth Management first reported a position in KBWB in Q3 2021 and has held it in 20 quarters since. 39 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

  • Spire Wealth Management held 3,047 shares of Invesco KBW Bank ETF worth $283K as of Q2 2026.
  • Spire Wealth Management bought 134 Invesco KBW Bank ETF shares in Q2 2026, an estimated $11.7K.
  • Invesco KBW Bank ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #686 holding.
  • Spire Wealth Management first reported a position in Invesco KBW Bank ETF in Q3 2021 and has held it in 20 quarters since.
  • 39 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.