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Summit Trail Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

Summit Trail Advisors’s Portfolio KBWB Stock Details KBWB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$33.9M Sell
473,162
-199,792
-30% -$14.3M 0.58% 28
2025
Q1 		$42.2M Buy
672,954
+366,312
+119% +$23M 1.39% 10
2024
Q4 		$20M Buy
+306,642
New +$20M 0.74% 19