Valley Wealth Sells $11 Million of Invesco KBW Bank ETF

• Following the sale, the KBWB involvement represents 0.9% of 13F AUM.

• Top 5 holdings aft the filing:

  • NASDAQ:VONG: $58.1 cardinal (3.7% of AUM)

  • NASDAQ:AAPL: $52.3 cardinal (3.4% of AUM)

  • NASDAQ:AVGO: $47.2 cardinal (3.0% of AUM)

  • NASDAQ:GOOGL: $40.8 cardinal (2.6% of AUM)

  • NASDAQ:STX: $36.5 cardinal (2.3% of AUM)

• As of Feb. 3, 2026, KBWB shares were priced astatine $88.35, up 26.1% implicit the past year, outperforming the S&P 500 by 10.7 percent points.

• KBWB’s dividend output was 1.94% arsenic of Feb. 3, 2026.

• Tracks a modified marketplace capitalization-weighted scale of publically traded U.S. banks, focusing connected ample nationalist wealth centers, determination banks, and thrift institutions.

• The portfolio focuses connected equities of U.S. banking companies, with astatine slightest 90% of assets allocated to securities successful the KBW Nasdaq Bank Index.

• Structured arsenic a non-diversified ETF, offering vulnerability to the U.S. banking assemblage with a transparent, rules-based approach.

The Invesco KBW Bank ETF provides targeted vulnerability to the U.S. banking manufacture by tracking a benchmark of large nationalist and determination banks. The fund’s strategy emphasizes liquidity and assemblage concentration, appealing to investors seeking to enactment successful the show of starring U.S. fiscal institutions. With a important plus basal and a disciplined scale methodology, the ETF provides a cost-efficient conveyance for banking-sector allocation.

Valley Wealth Managers holds a diversified portfolio of ETFs and stocks for its clients. Institutional investors were making galore adjustments astatine the extremity of 2025 amid shifting involvement rates and changing marketplace conditions.

While Valley Wealth was adding to ample stakes successful Apple and the Vanguard Russell 1000 Growth ETF, it sold a ample chunk of its KBWB position, a apical slope ETF.

Bank stocks conscionable completed a comparatively beardown year, with KBWB outperforming the S&P 500. But the astute wealth whitethorn beryllium lowering its maturation outlook for starring banks pursuing the Federal Reserve’s determination to chopped rates toward the extremity of the year.