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Strategic Blueprint’s Invesco KBW Bank ETF KBWB Stock Holding History

Strategic Blueprint’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
Q2 		– Sell
-3,649
Closed -$229K – 713
2025
Q1 		$229K Hold
3,649
– – 0.01% 614
2024
Q4 		$238K Sell
3,649
-400
-10% -$26.2K 0.01% 586
2024
Q3 		$237K Sell
4,049
-180
-4% -$10.2K 0.01% 576
2024
Q2 		$226K Sell
4,229
-27
-0.6% -$1.43K 0.02% 557
2024
Q1 		$228K Sell
4,256
-845
-17% -$42K 0.02% 548
2023
Q4 		$251K Sell
5,101
-5,874
-54% -$249K 0.02% 500
2023
Q3 		$440K Sell
10,975
-2,501
-19% -$107K 0.04% 345
2023
Q2 		$553K Sell
13,476
-809
-6% -$32.9K 0.05% 304
2023
Q1 		$600K Buy
14,285
+993
+7% +$51.9K 0.06% 278
2022
Q4 		$686K Sell
13,292
-543
-4% -$28.5K 0.08% 242
2022
Q3 		$680K Sell
13,835
-773
-5% -$42.2K 0.08% 233
2022
Q2 		$756K Buy
14,608
+2,689
+23% +$154K 0.09% 212
2022
Q1 		$760K Buy
11,919
+2,336
+24% +$162K 0.09% 222
2021
Q4 		$650K Buy
9,583
+3,359
+54% +$235K 0.08% 230
2021
Q3 		$418K Buy
+6,224
New +$403K 0.06% 267

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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

Strategic Blueprint's KBWB Position: Q2 2025 in Review

Strategic Blueprint sold out of Invesco KBW Bank ETF (KBWB) in Q2 2025, closing a stake of 3,649 shares — an estimated $229K sold.

Strategic Blueprint first reported a position in KBWB in Q3 2021 and held it in 15 quarters. The position peaked at $760K in Q1 2022. 231 funds tracked by Wall St. Rank hold KBWB as of Q2 2025.

  • Strategic Blueprint reported no remaining Invesco KBW Bank ETF position as of Q2 2025 after selling out during the quarter.
  • Strategic Blueprint sold 3,649 Invesco KBW Bank ETF shares in Q2 2025, an estimated $229K.
  • Strategic Blueprint first reported a position in Invesco KBW Bank ETF in Q3 2021 and held it in 15 quarters.
  • Strategic Blueprint's Invesco KBW Bank ETF position peaked at $760K in Q1 2022.
  • 231 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2025.

Based on Strategic Blueprint's 13F filing for Q2 2025, filed 30 Jul 2025.