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Valeo Financial Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

Valeo Financial 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
2020
Q2 		– Sell
-20
Closed -$747 – 2090
2020
Q1 		$1K Buy
+20
New +$980 ﹤0.01% 1667

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ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Valeo Financial Advisors's KBWB Position: Q2 2020 in Review

Valeo Financial Advisors sold out of Invesco KBW Bank ETF (KBWB) in Q2 2020, closing a stake of 20 shares — an estimated $747 sold.

Valeo Financial Advisors first reported a position in KBWB in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 85 funds tracked by Wall St. Rank hold KBWB as of Q2 2020.

  • Valeo Financial Advisors reported no remaining Invesco KBW Bank ETF position as of Q2 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 20 Invesco KBW Bank ETF shares in Q2 2020, an estimated $747.
  • Valeo Financial Advisors first reported a position in Invesco KBW Bank ETF in Q1 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's Invesco KBW Bank ETF position peaked at $1K in Q1 2020.
  • 85 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2020.

Based on Valeo Financial Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.