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Powershares Etf Trust kbw bk port shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management investment in Powershares Etf Trust kbw bk port

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All positions including Powershares Etf Trust kbw bk port held by WealthPlan Investment Management 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $243k 3.1k 78.20
2025-06-30 $228k 3.2k 71.63

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View all positions for WealthPlan Investment Management

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