BOLTON SECURITIES CORPORATION’s Invesco KBW Bank ETF KBWB Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q1	$8.78M	Buy	+139,819	New	+$9.4M	0.52%	34

Other funds holding KBWB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's KBWB Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Invesco KBW Bank ETF (KBWB) in Q1 2025: 139,819 shares worth $8.78M. The stake represents 0.52% of the portfolio and ranks #34 among its holdings.

232 funds tracked by Wall St. Rank hold KBWB as of Q1 2025.

BOLTON SECURITIES CORPORATION held 139,819 shares of Invesco KBW Bank ETF worth $8.78M as of Q1 2025.
Invesco KBW Bank ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
Invesco KBW Bank ETF made up 0.52% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #34 holding.
232 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.