Tranquilli Financial Advisor’s Invesco KBW Bank ETF KBWB Stock Holding History

Tranquilli Financial Advisor’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	$390K	Sell	4,192 -1,530	-27%	-$134K	0.21%	93
2026 Q1	$453K	Buy	5,722 +56	+1%	+$4.68K	0.26%	81
2025 Q4	$478K	Sell	5,666 -76	-1%	-$6.01K	0.28%	78
2025 Q3	$449K	Sell	5,742 -375	-6%	-$28.3K	0.27%	79
2025 Q2	$438K	Buy	6,117 +1,392	+29%	+$88.3K	0.27%	77
2025 Q1	$297K	Buy	4,725 +405	+9%	+$27.2K	0.19%	80
2024 Q4	$282K	Buy	+4,320	New	+$282K	0.18%	90

Other funds holding KBWB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Tranquilli Financial Advisor's KBWB Position: Q2 2026 in Review

Tranquilli Financial Advisor reduced its Invesco KBW Bank ETF (KBWB) stake by 27% in Q2 2026, selling an estimated $134K and leaving 4,192 shares worth $390K. The position accounts for 0.21% of the portfolio, ranked #93.

Tranquilli Financial Advisor first reported a position in KBWB in Q4 2024 and has held it in 7 quarters since. The position peaked at $478K in Q4 2025. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

Tranquilli Financial Advisor held 4,192 shares of Invesco KBW Bank ETF worth $390K as of Q2 2026.
Tranquilli Financial Advisor sold 1,530 Invesco KBW Bank ETF shares in Q2 2026, an estimated $134K.
Invesco KBW Bank ETF made up 0.21% of Tranquilli Financial Advisor's portfolio in Q2 2026, its #93 holding.
Tranquilli Financial Advisor first reported a position in Invesco KBW Bank ETF in Q4 2024 and has held it in 7 quarters since.
Tranquilli Financial Advisor's Invesco KBW Bank ETF position peaked at $478K in Q4 2025.
338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q2 2026, filed 7 Aug 2026.