KBWB — INVESCO EXCH TRADED FD TR II

Ownership history in FEDERATED HERMES, INC.  ·  1 quarter on record

This page tracks every 13F SEC filing in which FEDERATED HERMES, INC. reported a position in INVESCO EXCH TRADED FD TR II (KBWB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 6 — — 0.00% $469 $77.80
% of Fund (quarterly)    KBWB price (monthly, adj. close)

Other funds also holding KBWB

As of 2025 Q4 — sorted by position size

Wharton Business Group, LLC 3Y 7Y 5.85% RFG HOLDINGS, INC. 3Y 4.24% Vermillion & White Wealth Management Group, LLC 2.4% Delos Wealth Advisors, LLC 3Y 2.02% WP Advisors, LLC 3Y 7Y 1.94% SOL Capital Management CO 3Y 7Y 1.85% Polymer Capital Management (HK) LTD 1.83% Crown Wealth Group, LLC 3Y 1.61% Pinnacle Wealth Management Group, Inc. 3Y 1.56% MENORA MIVTACHIM HOLDINGS LTD. 3Y 7Y 1.41%
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