WealthBridge Capital Management’s Invesco KBW Bank ETF KBWB Stock Holding History

WealthBridge Capital 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
2022 Q4	–	Sell	-5,649	Closed	-$292K	–	204
2022 Q3	$292K	Hold	5,649	–	–	0.12%	150
2022 Q2	$292K	Buy	5,649 +1,205	+27%	+$69.1K	0.12%	150
2022 Q1	$283K	Buy	4,444 +1,105	+33%	+$76.6K	0.11%	141
2021 Q4	$227K	Buy	+3,339	New	+$234K	0.08%	156
2019 Q2	–	Sell	-514	Closed	-$26K	–	510
2019 Q1	$26K	Hold	514	–	–	0.02%	410
2018 Q4	$23K	Buy	+514	New	+$25.7K	0.02%	382

Other funds holding KBWB

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

WealthBridge Capital Management's KBWB Position: Q4 2022 in Review

WealthBridge Capital Management sold out of Invesco KBW Bank ETF (KBWB) in Q4 2022, closing a stake of 5,649 shares — an estimated $292K sold.

WealthBridge Capital Management first reported a position in KBWB in Q4 2018 and held it in 6 quarters. The position peaked at $292K in Q3 2022. 160 funds tracked by Wall St. Rank hold KBWB as of Q4 2022.

WealthBridge Capital Management reported no remaining Invesco KBW Bank ETF position as of Q4 2022 after selling out during the quarter.
WealthBridge Capital Management sold 5,649 Invesco KBW Bank ETF shares in Q4 2022, an estimated $292K.
WealthBridge Capital Management first reported a position in Invesco KBW Bank ETF in Q4 2018 and held it in 6 quarters.
WealthBridge Capital Management's Invesco KBW Bank ETF position peaked at $292K in Q3 2022.
160 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q4 2022.

Based on WealthBridge Capital Management's 13F filing for Q4 2022, filed 31 Jan 2023.