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WealthPlan Investment Management’s Invesco KBW Bank ETF KBWB Stock Holding History

WealthPlan Investment 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
2025
Q4 		– Sell
-3,102
Closed -$243K – 384
2025
Q3 		$243K Sell
3,102
-74
-2% -$5.58K 0.02% 297
2025
Q2 		$227K Buy
+3,176
New +$201K 0.02% 321

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthPlan Investment Management's KBWB Position: Q4 2025 in Review

WealthPlan Investment Management sold out of Invesco KBW Bank ETF (KBWB) in Q4 2025, closing a stake of 3,102 shares — an estimated $243K sold.

WealthPlan Investment Management first reported a position in KBWB in Q2 2025 and held it in 2 quarters. The position peaked at $243K in Q3 2025. 309 funds tracked by Wall St. Rank hold KBWB as of Q4 2025.

  • WealthPlan Investment Management reported no remaining Invesco KBW Bank ETF position as of Q4 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 3,102 Invesco KBW Bank ETF shares in Q4 2025, an estimated $243K.
  • WealthPlan Investment Management first reported a position in Invesco KBW Bank ETF in Q2 2025 and held it in 2 quarters.
  • WealthPlan Investment Management's Invesco KBW Bank ETF position peaked at $243K in Q3 2025.
  • 309 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q4 2025.

Based on WealthPlan Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.