MRA Advisory Group KBWB INVESCO EXCH TRADED FD TR II

Ownership history in MRA Advisory Group  ·  11 quarters on record

AI Ownership Summary

MRA Advisory Group reported INVESCO EXCH TRADED FD TR II (KBWB) in 11 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.09% in 2025 Q4. The latest visible filing shows KBWB at 0.08% 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 MRA Advisory Group's position in INVESCO EXCH TRADED FD TR II, 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
2026 Q2

KBWB was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2026 Q2

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 MRA Advisory Group held KBWB — position size vs. price
% of Fund (quarterly)    KBWB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 2,435 +20 +0.8% 0.08% $226K 2026-07-08 $93.77
2025 Q4 REDUCED 97.2% -5.5% 2,415 -84,788 -97.2% 0.09% $204K 2026-01-16 $85.16
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MRA Advisory Group and KBWB

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

How long has MRA Advisory Group reported owning KBWB?

MRA Advisory Group reported KBWB across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported KBWB position in MRA Advisory Group's portfolio?

The largest reported portfolio weight for KBWB was 0.09% in 2025 Q4.

What is the latest reported KBWB position on this page?

The most recent filing on this page is 2026 Q2, when MRA Advisory Group reported 2,435 shares, equal to 0.08% of portfolio, with an estimated market value of $226K.

What does the chart on this KBWB ownership page compare?

The chart compares MRA Advisory Group'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.

How well did MRA Advisory Group time their KBWB position?

Based on 13F filing dates vs. subsequent KBWB price moves, MRA Advisory Group correctly timed 5 out of 10 reported position changes (50%). The annualised alpha on KBWB relative to SPY over the holding period was -17.8%.

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