Transamerica Financial Advisors Inc. Raises Holdings in Invesco KBW Bank ETF (NASDAQ:KBWB)

Posted by Joseph Casey on Mar 29th, 2025

Transamerica Financial Advisors Inc. increased its stake in shares of Invesco KBW Bank ETF (NASDAQ:KBWB – Free Report) by 2.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 45,732 shares of the company’s stock after purchasing an additional 1,122 shares during the period. Transamerica Financial Advisors Inc. owned 0.09% of Invesco KBW Bank ETF worth $2,989,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of KBWB. Private Trust Co. NA lifted its position in shares of Invesco KBW Bank ETF by 88.7% in the third quarter. Private Trust Co. NA now owns 566 shares of the company’s stock valued at $33,000 after acquiring an additional 266 shares in the last quarter. Synergy Asset Management LLC acquired a new position in Invesco KBW Bank ETF in the 4th quarter valued at about $40,000. Thompson Investment Management Inc. purchased a new position in Invesco KBW Bank ETF in the 4th quarter valued at about $54,000. FMR LLC boosted its stake in shares of Invesco KBW Bank ETF by 32.3% during the 3rd quarter. FMR LLC now owns 2,108 shares of the company’s stock worth $124,000 after purchasing an additional 515 shares during the last quarter. Finally, Finley Financial LLC acquired a new stake in shares of Invesco KBW Bank ETF during the 4th quarter worth about $156,000.

Invesco KBW Bank ETF Price Performance

NASDAQ:KBWB opened at $61.95 on Friday. The firm has a market cap of $2.99 billion, a PE ratio of 13.06 and a beta of 1.19. The firm has a 50 day simple moving average of $67.57 and a 200-day simple moving average of $65.51. Invesco KBW Bank ETF has a 1-year low of $49.32 and a 1-year high of $72.39.

Invesco KBW Bank ETF Increases Dividend

The firm also recently declared a dividend, which was paid on Friday, March 28th. Shareholders of record on Monday, March 24th were paid a dividend of $0.4118 per share. The ex-dividend date of this dividend was Monday, March 24th. This is a positive change from Invesco KBW Bank ETF’s previous dividend of $0.36.

Invesco KBW Bank ETF Profile

(Free Report)

The Invesco KBW Bank ETF (KBWB) is an exchange-traded fund that is based on the KBW Nasdaq Bank index, a modified market-cap-weighted index of US banking firms. KBWB was launched on Nov 1, 2011 and is managed by Invesco.