WESPAC Advisors SoCal »

Powershares Etf Trust kbw bk port shares owned by WESPAC Advisors SoCal

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

Historical chart of WESPAC Advisors SoCal 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 WESPAC Advisors SoCal 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 WESPAC Advisors SoCal

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 26k 78.21
2025-06-30 $1.3M 19k 71.62
2025-03-31 $1.2M 19k 62.77

More positions owned by WESPAC Advisors SoCal

Vaneck Etf Trust Semiconductr Etf (SMH)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Ishares Tr Us Br Del Se Etf (IAI)
Wal-Mart Stores (WMT)
Metropcs Communications (TMUS)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
JPMorgan Chase & Co. (JPM)
Ishares Tr U.s. Insrnce Etf (IAK)
Spdr Series Trust Aerospace Def (XAR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)

View all positions for WESPAC Advisors SoCal

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