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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wealthcare Advisory Partners's KBWB Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Invesco KBW Bank ETF (KBWB) stake by 0.98% in Q2 2026, buying an estimated $73.9K and bringing the position to 87,489 shares worth $8.13M. The position accounts for 0.15% of the portfolio, ranked #128.

Wealthcare Advisory Partners first reported a position in KBWB in Q2 2019 and has held it in 9 quarters since. 338 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

Wealthcare Advisory Partners held 87,489 shares of Invesco KBW Bank ETF worth $8.13M as of Q2 2026.
Wealthcare Advisory Partners bought 845 Invesco KBW Bank ETF shares in Q2 2026, an estimated $73.9K.
Invesco KBW Bank ETF made up 0.15% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #128 holding.
Wealthcare Advisory Partners first reported a position in Invesco KBW Bank ETF in Q2 2019 and has held it in 9 quarters since.
338 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.