Wharton Business Group LLC Cuts Position in Invesco KBW Bank ETF $KBWB

Posted by Don Miller on Jun 6th, 2026

Wharton Business Group LLC lessened its holdings in Invesco KBW Bank ETF (NASDAQ:KBWB – Free Report) by 0.5% during the fourth quarter, HoldingsChannel.com reports. The firm owned 1,825,463 shares of the company’s stock after selling 8,644 shares during the period. Invesco KBW Bank ETF accounts for 5.9% of Wharton Business Group LLC’s portfolio, making the stock its 3rd biggest position. Wharton Business Group LLC’s holdings in Invesco KBW Bank ETF were worth $153,868,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also made changes to their positions in the company. UMB Bank n.a. bought a new stake in shares of Invesco KBW Bank ETF in the third quarter worth $31,000. IFP Advisors Inc bought a new stake in shares of Invesco KBW Bank ETF in the fourth quarter worth $35,000. Allworth Financial LP lifted its position in shares of Invesco KBW Bank ETF by 31.5% in the fourth quarter. Allworth Financial LP now owns 522 shares of the company’s stock worth $44,000 after purchasing an additional 125 shares in the last quarter. High Point Wealth Management LLC bought a new stake in shares of Invesco KBW Bank ETF in the fourth quarter worth $57,000. Finally, CIBC Private Wealth Group LLC bought a new stake in shares of Invesco KBW Bank ETF in the third quarter worth $86,000.

Invesco KBW Bank ETF Stock Down 0.9%

Shares of KBWB stock opened at $89.56 on Friday. The company’s fifty day simple moving average is $84.92 and its 200-day simple moving average is $83.86. The firm has a market cap of $5.65 billion, a PE ratio of 13.35 and a beta of 1.02. Invesco KBW Bank ETF has a 12 month low of $65.40 and a 12 month high of $91.43.

Invesco KBW Bank ETF Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, March 27th. Stockholders of record on Monday, March 23rd were given a $0.4898 dividend. This is a boost from Invesco KBW Bank ETF’s previous quarterly dividend of $0.44. This represents a $1.96 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend was Monday, March 23rd.

Invesco KBW Bank ETF Company Profile

(Free Report)

The Invesco KBW Bank ETF (KBWB) is an exchange-traded fund that is based on the KBW Nasdaq Bank index, a modified market-cap-weighted index of US banking firms. KBWB was launched on Nov 1, 2011 and is managed by Invesco.