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Powershares Etf Trust kbw bk port shares owned by Juncture Wealth Strategies

Quarter-by-quarter ownership of Powershares Etf Trust kbw bk port (KBWB) shares owned by Juncture Wealth Strategies from 13F filings

Historical chart of Juncture Wealth Strategies investment in Powershares Etf Trust kbw bk port

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All positions including Powershares Etf Trust kbw bk port held by Juncture Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Powershares Etf Trust kbw bk port by Juncture Wealth Strategies

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$2.4M	30k	78.21
2025-06-30	$2.0M	29k	71.62
2025-03-31	$867k	14k	62.77
2024-12-31	$540k	8.3k	65.35

More positions owned by Juncture Wealth Strategies

Vanguard Index Fds Large Cap Etf (VV)

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

Dimensional Etf Trust Us Mktwide Value (DFUV)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Spdr Series Trust Prtflo S&p500 Vl (SPYV)

Dimensional Etf Trust Us Targeted Vlu (DFAT)

Ishares Tr Core Us Aggbd Et (AGG)

Vanguard Scottsdale Fds Int-term Corp (VCIT)

Global X Fds S&p 500 Covered (XYLD)

Global X Fds Global X Uranium (URA)

Vanguard Intl Equity Index F Ftse Europe Etf (VGK)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

Vanguard Index Fds Mcap Gr Idxvip (VOT)

Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Juncture Wealth Strategies

Top funds holding Powershares Etf Trust kbw bk port

Jpmorgan Chase & Co

Harel Insurance Investments & Financial Services

Clal Insurance Enterprises Holdings

Migdal Insurance & Financial Holdings

Fisher Investments

Menora Mivtachim Holdings

Goldman Sachs Group

Wharton Business Group

Two Sigma Investments

Morgan Stanley

Temasek Holdings

Fiduciary Trust Company

Advisor Group Holdings

Congress Wealth Management LLC / DE /

Royal Bank of Canada

View all funds holding Powershares Etf Trust kbw bk port

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