Wealth Enhancement Advisory Services
KBWB icon

Wealth Enhancement Advisory Services’s Invesco KBW Bank ETF KBWB Stock Holding History

Wealth Enhancement Advisory Services’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 		– Sell
-2,658
Closed -$236K – 3759
2025
Q4 		$236K Buy
+2,658
New +$210K ﹤0.01% 3136

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MIFH
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Wealth Enhancement Advisory Services's KBWB Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Invesco KBW Bank ETF (KBWB) in Q1 2026, closing a stake of 2,658 shares — an estimated $236K sold.

Wealth Enhancement Advisory Services first reported a position in KBWB in Q4 2025 and held it in 1 quarter. The position peaked at $236K in Q4 2025. 300 funds tracked by Wall St. Rank hold KBWB as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Invesco KBW Bank ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 2,658 Invesco KBW Bank ETF shares in Q1 2026, an estimated $236K.
  • Wealth Enhancement Advisory Services first reported a position in Invesco KBW Bank ETF in Q4 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Invesco KBW Bank ETF position peaked at $236K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.