VWA
KBWB icon

V Wealth Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

V 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
2022
Q2 		– Sell
-29,923
Closed -$1.91M – 439
2022
Q1 		$1.91M Buy
29,923
+18,691
+166% +$1.3M 0.31% 71
2021
Q4 		$762K Sell
11,232
-174
-2% -$12.2K 0.11% 180
2021
Q3 		$765K Buy
11,406
+917
+9% +$59.4K 0.12% 182
2021
Q2 		$673K Sell
10,489
-103
-1% -$6.77K 0.11% 214
2021
Q1 		$656K Buy
10,592
+38
+0.4% +$2.19K 0.12% 195
2020
Q4 		$532K Buy
+10,554
New +$471K 0.11% 198
2020
Q3 		– Sell
-8,843
Closed -$338K – 259
2020
Q2 		$338K Buy
+8,843
New +$330K 0.09% 245

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

V Wealth Advisors's KBWB Position: Q2 2022 in Review

V Wealth Advisors sold out of Invesco KBW Bank ETF (KBWB) in Q2 2022, closing a stake of 29,923 shares — an estimated $1.91M sold.

V Wealth Advisors first reported a position in KBWB in Q2 2020 and held it in 7 quarters. The position peaked at $1.91M in Q1 2022. 151 funds tracked by Wall St. Rank hold KBWB as of Q2 2022.

  • V Wealth Advisors reported no remaining Invesco KBW Bank ETF position as of Q2 2022 after selling out during the quarter.
  • V Wealth Advisors sold 29,923 Invesco KBW Bank ETF shares in Q2 2022, an estimated $1.91M.
  • V Wealth Advisors first reported a position in Invesco KBW Bank ETF in Q2 2020 and held it in 7 quarters.
  • V Wealth Advisors's Invesco KBW Bank ETF position peaked at $1.91M in Q1 2022.
  • 151 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2022.

Based on V Wealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.