KBWB β€” INVESCO EXCHNG TRADED FD TR

Ownership history in STIFEL FINANCIAL CORP  Β·  24 quarters on record

AI Ownership Summary

STIFEL FINANCIAL CORP reported INVESCO EXCHNG TRADED FD TR (KBWB) in 24 quarterly 13F filings from 2024 Q2 through 2025 Q3. The latest visible filing shows KBWB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KBWB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STIFEL FINANCIAL CORP's position in INVESCO EXCHNG TRADED FD TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

KBWB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How STIFEL FINANCIAL CORP held KBWB β€” position size vs. price
% of Fund (quarterly)    KBWB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 8,295 β€” 0% 0.00% $649K 2025-11-12 $78.31
2025 Q2 UNCHANGED 8,295 β€” 0% 0.00% $594K 2025-08-14 $73.75
2025 Q1 UNCHANGED 8,295 β€” 0% 0.00% $521K 2025-05-14 $65.43
2024 Q4 UNCHANGED 8,295 β€” 0% 0.00% $542K 2025-02-13 $68.52
2024 Q2 REDUCED 8,295 -7,443 -47.3% 0.00% $444K 2024-08-13 $52.75
19 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About STIFEL FINANCIAL CORP and KBWB

These are the practical questions this page is built to answer before you even open the full history table.

How long has STIFEL FINANCIAL CORP reported owning KBWB?

STIFEL FINANCIAL CORP reported KBWB across 5 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported KBWB position in STIFEL FINANCIAL CORP's portfolio?

The largest reported portfolio weight for KBWB was 0.00% in 2025 Q3.

What is the latest reported KBWB position on this page?

The most recent filing on this page is 2025 Q3, when STIFEL FINANCIAL CORP reported 8,295 shares, equal to 0.00% of portfolio, with an estimated market value of $649K.

What does the chart on this KBWB ownership page compare?

The chart compares STIFEL FINANCIAL CORP's quarterly KBWB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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