Cypress Wealth Services, LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Cypress Wealth Services, LLC

$555 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 13, 2021	SELL	$60.11 - $68.77 $236,232 - $270,266	-3,930 Closed	0 $0
Q2 2021 Jul 14, 2021	BUY	$61.25 - $69.62 $240,712 - $273,606	3,930 New	3,930 $253,000

Others Institutions Holding KBWB

# of Institutions

255

Shares Held

49.7M

Call Options Held

1.33M

Put Options Held

145K

Bank Of America Corp Charlotte, NC

12.8M
Shares

$948 Million
0.07% of portfolio
Migdal Insurance & Financial Holdings Ltd.

5.6M
Shares

$413 Million
4.76% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

3.55M
Shares

$262 Million
2.3% of portfolio
Menora Mivtachim Holdings Ltd.

3.09M
Shares

$228 Million
1.29% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.99M
Shares

$221 Million
0.09% of portfolio

About INVESCO ETF TR II KBW BANK ETF

Ticker KBWB
Sector ETFs
Industry ETFs

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