Waverly Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

Waverly Advisors’s Portfolio KBWB Stock Details KBWB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$254K	Buy
2015 Q1	–	Sell
2014 Q4	$26K	Hold
2014 Q3	$25K	Buy
2014 Q2	$14K	Buy