WAS
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WESPAC Advisors SoCal’s Invesco KBW Bank ETF KBWB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.34M Sell
18,716
-414
-2% -$29.7K 0.3% 65
2025
Q1
$1.2M Buy
+19,130
New +$1.2M 0.31% 62