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Acorn Wealth Advisors’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Acorn Wealth Advisors’s Portfolio KBWP Stock Details KBWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7,588
Closed -$616K – 160
2022
Q2 		$616K Buy
+7,588
New +$632K 0.49% 47

Other funds holding KBWP

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Acorn Wealth Advisors's KBWP Position: Q3 2022 in Review

Acorn Wealth Advisors sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q3 2022, closing a stake of 7,588 shares — an estimated $616K sold.

Acorn Wealth Advisors first reported a position in KBWP in Q2 2022 and held it in 1 quarter. The position peaked at $616K in Q2 2022. 40 funds tracked by Wall St. Rank hold KBWP as of Q3 2022.

  • Acorn Wealth Advisors reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q3 2022 after selling out during the quarter.
  • Acorn Wealth Advisors sold 7,588 Invesco KBW Property & Casualty Insurance ETF shares in Q3 2022, an estimated $616K.
  • Acorn Wealth Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2022 and held it in 1 quarter.
  • Acorn Wealth Advisors's Invesco KBW Property & Casualty Insurance ETF position peaked at $616K in Q2 2022.
  • 40 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q3 2022.

Based on Acorn Wealth Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.