Planning Strategies Inc.’s Invesco KBW Bank ETF KBWB Stock Holding History

Planning Strategies Inc.’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	$245K	Buy	+2,632	New	+$230K	0.15%	59

Other funds holding KBWB

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

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

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return

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

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

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Planning Strategies Inc.'s KBWB Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Invesco KBW Bank ETF (KBWB) in Q2 2026: 2,632 shares worth $245K. The stake represents 0.15% of the portfolio and ranks #59 among its holdings.

102 funds tracked by Wall St. Rank hold KBWB as of Q2 2026.

Planning Strategies Inc. held 2,632 shares of Invesco KBW Bank ETF worth $245K as of Q2 2026.
Invesco KBW Bank ETF was a new Planning Strategies Inc. position in Q2 2026.
Invesco KBW Bank ETF made up 0.15% of Planning Strategies Inc.'s portfolio in Q2 2026, its #59 holding.
102 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.