Delos Wealth Advisors, LLC Invesco ETF Tr Ii Kbw Bank ETF Transaction History

Delos Wealth Advisors, LLC

  • $139 Million
  • Q3 2025

A detailed history of Delos Wealth Advisors, LLC transactions in Invesco ETF Tr Ii Kbw Bank ETF stock. As of the latest transaction made, Delos Wealth Advisors, LLC holds 35,519 shares of KBWB stock, worth $2.73 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares
35,519
Previous 31,291 13.51%
Holding current value
$2.73 Million
Previous $2.24 Million 23.92%
% of portfolio
2.0%
Previous 1.88%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$71.75 - $79.74 $303,359 - $337,140
4,228 Added 13.51%
35,519 $2.78 Million
Q2 2025

Aug 19, 2025
SELL
$53.5 - $71.62 $146,162 - $195,665
-2,732 Reduced 8.03%
31,291 $2.24 Million
Q1 2025

May 12, 2025
BUY
$60.05 - $72.21 $10,869 - $13,070
181 Added 0.53%
34,023 $2.14 Million
Q4 2024

Feb 12, 2025
BUY
$57.27 - $71.33 $199,013 - $247,871
3,475 Added 11.44%
33,842 $2.21 Million
Q3 2024

Nov 15, 2024
BUY
$53.15 - $59.61 $144,195 - $161,721
2,713 Added 9.81%
30,367 $1.78 Million
Q2 2024

Aug 13, 2024
BUY
$49.58 - $55.33 $204,418 - $228,125
4,123 Added 17.52%
27,654 $1.48 Million
Q1 2024

May 09, 2024
BUY
$47.05 - $53.66 $1.11 Million - $1.26 Million
23,531 New
23,531 $1.26 Million
Q2 2022

Aug 15, 2022
SELL
$51.43 - $62.92 $1.78 Million - $2.17 Million
-34,533 Closed
0 $0
Q1 2022

May 16, 2022
SELL
$61.64 - $75.75 $683,217 - $839,613
-11,084 Reduced 24.3%
34,533 $2.2 Million
Q4 2021

Feb 14, 2022
BUY
$64.94 - $73.39 $47,990 - $54,235
739 Added 1.65%
45,617 $3.1 Million
Q3 2021

Nov 12, 2021
BUY
$60.11 - $68.77 $841,239 - $962,436
13,995 Added 45.32%
44,878 $3.01 Million
Q2 2021

Aug 13, 2021
BUY
$61.25 - $69.62 $1.89 Million - $2.15 Million
30,883 New
30,883 $1.99 Million

Others Institutions Holding KBWB

# of Institutions
280
Shares Held
58.2M
Call Options Held
510K
Put Options Held
338K
View Full List

About INVESCO ETF TR II KBW BANK ETF

KBWB Quotes by TradingView
  • Ticker KBWB
  • Sector ETFs
  • Industry ETFs
More about KBWB
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