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WFG Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

WFG Advisors’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
2017
Q2 		$38K Buy
777
+2
+0.3% +$95 0.01% 773
2017
Q1 		$37K Buy
+775
New +$37.4K 0.01% 740

Other funds holding KBWB

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WFG Advisors's KBWB Position: Q2 2017 in Review

WFG Advisors increased its Invesco KBW Bank ETF (KBWB) stake by 0.26% in Q2 2017, buying an estimated $95 and bringing the position to 777 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #773.

WFG Advisors first reported a position in KBWB in Q1 2017 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold KBWB as of Q2 2017.

  • WFG Advisors held 777 shares of Invesco KBW Bank ETF worth $38K as of Q2 2017.
  • WFG Advisors bought 2 Invesco KBW Bank ETF shares in Q2 2017, an estimated $95.
  • Invesco KBW Bank ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #773 holding.
  • WFG Advisors first reported a position in Invesco KBW Bank ETF in Q1 2017 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.