WAP
KBWB icon

Wealthcare Advisory Partners’s Invesco KBW Bank ETF KBWB Stock Holding History

Wealthcare Advisory Partners’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
Q2 		$8.13M Buy
87,489
+845
+1% +$73.9K 0.15% 128
2026
Q1 		$6.86M Buy
86,644
+3,135
+4% +$262K 0.13% 141
2025
Q4 		$7.04M Buy
83,509
+974
+1% +$77K 0.14% 137
2025
Q3 		$6.46M Buy
82,535
+5,070
+7% +$382K 0.13% 136
2025
Q2 		$5.55M Sell
77,465
-958
-1% -$60.7K 0.13% 143
2025
Q1 		$4.92M Buy
78,423
+74,878
+2,112% +$5.04M 0.13% 137
2024
Q4 		$232K Buy
+3,545
New +$232K 0.01% 801
2024
Q3 		– Sell
-3,748
Closed -$201K – 891
2024
Q2 		$201K Buy
+3,748
New +$198K 0.01% 792
2019
Q3 		– Sell
-163
Closed -$8K – 1380
2019
Q2 		$8K Buy
+163
New +$8.19K ﹤0.01% 958

Other funds holding KBWB

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
NAG
Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return