Van Hulzen Asset Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Van Hulzen Asset 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
2025 Q1	–	Sell	-99	Closed	-$6.47K	–	732
2024 Q4	$6.47K	Buy	+99	New	+$6.47K	﹤0.01%	821

Other funds holding KBWB

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

WBG

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

Van Hulzen Asset Management's KBWB Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Invesco KBW Bank ETF (KBWB) in Q1 2025, closing a stake of 99 shares — an estimated $6.47K sold.

Van Hulzen Asset Management first reported a position in KBWB in Q4 2024 and held it in 1 quarter. The position peaked at $6.47K in Q4 2024. 230 funds tracked by Wall St. Rank hold KBWB as of Q1 2025.

Van Hulzen Asset Management reported no remaining Invesco KBW Bank ETF position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 99 Invesco KBW Bank ETF shares in Q1 2025, an estimated $6.47K.
Van Hulzen Asset Management first reported a position in Invesco KBW Bank ETF in Q4 2024 and held it in 1 quarter.
Van Hulzen Asset Management's Invesco KBW Bank ETF position peaked at $6.47K in Q4 2024.
230 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.