Congress Wealth Management LLC Invesco ETF Tr Ii Kbw Bank ETF Put Options Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding KBWB

# of Institutions

253

Shares Held

49.8M

Call Options Held

1.33M

Put Options Held

145K

Bank Of America Corp Charlotte, NC

12.8M
Shares

$932 Million
0.07% of portfolio
Migdal Insurance & Financial Holdings Ltd.

5.6M
Shares

$406 Million
4.76% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

3.55M
Shares

$257 Million
2.3% of portfolio
Menora Mivtachim Holdings Ltd.

3.09M
Shares

$224 Million
1.29% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.99M
Shares

$217 Million
0.09% of portfolio

About INVESCO ETF TR II KBW BANK ETF

Ticker KBWB
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