WESPAC Advisors SoCal LLC Decreases Holdings in Invesco KBW Bank ETF $KBWB

Posted by Grant Hamersma on Jun 21st, 2026

WESPAC Advisors SoCal LLC decreased its stake in Invesco KBW Bank ETF (NASDAQ:KBWB – Free Report) by 57.3% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 11,806 shares of the company’s stock after selling 15,818 shares during the period. WESPAC Advisors SoCal LLC’s holdings in Invesco KBW Bank ETF were worth $934,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. IFP Advisors Inc purchased a new stake in shares of Invesco KBW Bank ETF during the 4th quarter worth approximately $35,000. Allworth Financial LP lifted its stake in Invesco KBW Bank ETF by 31.5% in the fourth quarter. Allworth Financial LP now owns 522 shares of the company’s stock valued at $44,000 after purchasing an additional 125 shares during the last quarter. Smartleaf Asset Management LLC lifted its stake in Invesco KBW Bank ETF by 970.0% in the fourth quarter. Smartleaf Asset Management LLC now owns 535 shares of the company’s stock valued at $45,000 after purchasing an additional 485 shares during the last quarter. Bayban bought a new position in Invesco KBW Bank ETF during the fourth quarter valued at $55,000. Finally, High Point Wealth Management LLC bought a new position in Invesco KBW Bank ETF during the fourth quarter valued at $57,000.

Invesco KBW Bank ETF Price Performance

NASDAQ:KBWB opened at $92.64 on Friday. The business has a fifty day simple moving average of $87.32 and a two-hundred day simple moving average of $84.89. Invesco KBW Bank ETF has a 1 year low of $66.81 and a 1 year high of $95.05. The company has a market capitalization of $5.85 billion, a P/E ratio of 13.35 and a beta of 1.02.

Invesco KBW Bank ETF Announces Dividend

The company also recently declared a dividend, which will be paid on Friday, June 26th. Stockholders of record on Monday, June 22nd will be paid a dividend of $0.4729 per share. The ex-dividend date is Monday, June 22nd.

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.