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Powershares Etf Trust kbw bk port shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of Powershares Etf Trust kbw bk port (KBWB) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors 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 Moneta Group Investment Advisors 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 Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.8M 30k 92.98

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)

View all positions for Moneta Group Investment Advisors

Top funds holding Powershares Etf Trust kbw bk port

Jpmorgan Chase & Co
Bank of America Corporation
Fisher Investments
Goldman Sachs Group
Migdal Insurance & Financial Holdings
Morgan Stanley
Clal Insurance Enterprises Holdings
Wharton Business Group
Temasek Holdings
Two Sigma Investments
Susquehanna International
Boothbay Fund Management
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Wells Fargo & Company
Advisor Group Holdings

View all funds holding Powershares Etf Trust kbw bk port