Stratos Wealth Partners’s Invesco KBW Bank ETF KBWB Stock Holding History

Stratos Wealth Partners’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	-6,873	Closed	-$579K	–	1665
2025 Q4	$579K	Sell	6,873 -4,219	-38%	-$334K	0.01%	983
2025 Q3	$868K	Buy	+11,092	New	+$836K	0.01%	802
2018 Q4	–	Sell	-255	Closed	-$14K	–	1702
2018 Q3	$14K	Buy	+255	New	+$14.3K	﹤0.01%	2032
2018 Q2	–	Sell	-330	Closed	-$18K	–	1824
2018 Q1	$18K	Buy	+330	New	+$19.1K	﹤0.01%	2049

Other funds holding KBWB

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 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

Stratos Wealth Partners's KBWB Position: Q1 2026 in Review

Stratos Wealth Partners sold out of Invesco KBW Bank ETF (KBWB) in Q1 2026, closing a stake of 6,873 shares — an estimated $579K sold.

Stratos Wealth Partners first reported a position in KBWB in Q1 2018 and held it in 4 quarters. The position peaked at $868K in Q3 2025. 302 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

Stratos Wealth Partners reported no remaining Invesco KBW Bank ETF position as of Q1 2026 after selling out during the quarter.
Stratos Wealth Partners sold 6,873 Invesco KBW Bank ETF shares in Q1 2026, an estimated $579K.
Stratos Wealth Partners first reported a position in Invesco KBW Bank ETF in Q1 2018 and held it in 4 quarters.
Stratos Wealth Partners's Invesco KBW Bank ETF position peaked at $868K in Q3 2025.
302 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.