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

WESPAC Advisors SoCal’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	$1.08M	Sell	11,616 -190	-2%	-$16.6K	0.19%	79
2026 Q1	$934K	Sell	11,806 -15,818	-57%	-$1.32M	0.2%	80
2025 Q4	$2.33M	Buy	27,624 +1,721	+7%	+$136K	0.47%	53
2025 Q3	$2.03M	Buy	25,903 +7,187	+38%	+$542K	0.41%	58
2025 Q2	$1.34M	Sell	18,716 -414	-2%	-$26.3K	0.3%	65
2025 Q1	$1.2M	Buy	+19,130	New	+$1.29M	0.31%	62

Other funds holding KBWB

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

WESPAC Advisors SoCal's KBWB Position: Q2 2026 in Review

WESPAC Advisors SoCal reduced its Invesco KBW Bank ETF (KBWB) stake by 1.6% in Q2 2026, selling an estimated $16.6K and leaving 11,616 shares worth $1.08M. The position accounts for 0.19% of the portfolio, ranked #79.

WESPAC Advisors SoCal first reported a position in KBWB in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.33M in Q4 2025. 50 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

WESPAC Advisors SoCal held 11,616 shares of Invesco KBW Bank ETF worth $1.08M as of Q2 2026.
WESPAC Advisors SoCal sold 190 Invesco KBW Bank ETF shares in Q2 2026, an estimated $16.6K.
Invesco KBW Bank ETF made up 0.19% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #79 holding.
WESPAC Advisors SoCal first reported a position in Invesco KBW Bank ETF in Q1 2025 and has held it in 6 quarters since.
WESPAC Advisors SoCal's Invesco KBW Bank ETF position peaked at $2.33M in Q4 2025.
50 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.