Beacon Financial Advisory »

Powershares Etf Trust kbw bk port shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Powershares Etf Trust kbw bk port (KBWB) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Powershares Etf Trust kbw bk port

Tip: Access up to 7 years of quarterly data

All positions including Powershares Etf Trust kbw bk port held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Powershares Etf Trust kbw bk port by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $600k 11k 53.66
2023-12-31 $520k 11k 49.19
2023-09-30 $428k 11k 40.07
2023-06-30 $434k 11k 41.05
2023-03-31 $422k 10k 41.97

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Modert Alloc Etf (AOM)
Visa Com Cl A (V)

View all positions for Beacon Financial Advisory

Top funds holding Powershares Etf Trust kbw bk port

Bank of America Corporation
Fisher Investments
Wharton Business Group
Bnp Paribas Arbitrage, Snc
Barclays
Citadel Advisors
Rockefeller Capital Management
Goldman Sachs Group
Royal Bank of Canada
WP Advisors
SOL Capital Management
Ledyard National Bank
Wells Fargo & Company
Clal Insurance Enterprises Holdings
Congress Wealth Management LLC / DE /

View all funds holding Powershares Etf Trust kbw bk port