TCWM
KBWB icon

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

Total Clarity 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
2022
Q3 		– Sell
-225
Closed -$12K – 623
2022
Q2 		$12K Buy
+225
New +$12.9K 0.01% 629
2022
Q1 		– Sell
-225
Closed -$15K – 582
2021
Q4 		$15K Hold
225
– – 0.01% 616
2021
Q3 		$15K Buy
+225
New +$14.6K 0.01% 600

Other funds holding KBWB

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

Total Clarity Wealth Management's KBWB Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Invesco KBW Bank ETF (KBWB) in Q3 2022, closing a stake of 225 shares — an estimated $12K sold.

Total Clarity Wealth Management first reported a position in KBWB in Q3 2021 and held it in 3 quarters. The position peaked at $15K in Q4 2021. 139 funds tracked by Wall St. Rank hold KBWB as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Invesco KBW Bank ETF position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 225 Invesco KBW Bank ETF shares in Q3 2022, an estimated $12K.
  • Total Clarity Wealth Management first reported a position in Invesco KBW Bank ETF in Q3 2021 and held it in 3 quarters.
  • Total Clarity Wealth Management's Invesco KBW Bank ETF position peaked at $15K in Q4 2021.
  • 139 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.