SEC 13F Intelligence

Puff Wealth Management, LLC / KBWB

Puff Wealth Management, LLC’s Invesco Exch Traded Fd Tr II Position

Does Puff Wealth Management, LLC own Invesco Exch Traded Fd Tr II (KBWB)? Yes12.2K shares worth $1M (+1.16% of its 13F portfolio) as of Q2 2026, up from 6.6K shares the prior filed quarter.

Position Value
$1M
Q2 2026
Shares
12.2K
% of Portfolio
+1.16%
Quarters Held
3
currently held

Position History KBWB

Reported value by quarter
Q3 ’25: $389,414Q3 ’25Q4 ’25: $566,302Q4 ’25Q2 ’26: $1MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202612.2K$1M+1.16%
Q4 20256.6K$566,302+0.73%
Q3 20255.0K$389,414+0.59%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Puff Wealth Management, LLC’s full portfolio or all institutional holders of KBWB.