U.S. Capital Wealth Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

U.S. Capital Wealth Advisors’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	$1.31M	Sell	16,498 -45	-0.3%	-$3.76K	0.03%	445
2025 Q4	$1.39M	Buy	16,543 +2	+0%	+$158	0.04%	414
2025 Q3	$1.29M	Buy	16,541 +1	+0%	+$75	0.03%	419
2025 Q2	$1.18M	Buy	16,540 +1	+0%	+$63	0.03%	390
2025 Q1	$1.04M	Sell	16,539 -327	-2%	-$22K	0.03%	418
2024 Q4	$1.1M	Buy	+16,866	New	+$1.1M	0.03%	407

Other funds holding KBWB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

U.S. Capital Wealth Advisors's KBWB Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Invesco KBW Bank ETF (KBWB) stake by 0.27% in Q1 2026, selling an estimated $3.76K and leaving 16,498 shares worth $1.31M. The position accounts for 0.03% of the portfolio, ranked #445.

U.S. Capital Wealth Advisors first reported a position in KBWB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.39M in Q4 2025. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

U.S. Capital Wealth Advisors held 16,498 shares of Invesco KBW Bank ETF worth $1.31M as of Q1 2026.
U.S. Capital Wealth Advisors sold 45 Invesco KBW Bank ETF shares in Q1 2026, an estimated $3.76K.
Invesco KBW Bank ETF made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #445 holding.
U.S. Capital Wealth Advisors first reported a position in Invesco KBW Bank ETF in Q4 2024 and has held it in 6 quarters since.
U.S. Capital Wealth Advisors's Invesco KBW Bank ETF position peaked at $1.39M in Q4 2025.
300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.