Advisor Group’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Advisor Group’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
2019 Q4	$83K	Sell	1,161 -1,939	-63%	-$137K	﹤0.01%	3064
2019 Q3	$228K	Sell	3,100 -27	-0.9%	-$1.94K	﹤0.01%	2218
2019 Q2	$218K	Buy	3,127 +1,841	+143%	+$123K	﹤0.01%	2238
2019 Q1	$79K	Buy	1,286 +168	+15%	+$10.2K	﹤0.01%	3058
2018 Q4	$64K	Sell	1,118 -771	-41%	-$46K	﹤0.01%	3008
2018 Q3	$120K	Sell	1,889 -22	-1%	-$1.38K	﹤0.01%	2619
2018 Q2	$114K	Sell	1,911 -1,900	-50%	-$116K	﹤0.01%	2428
2018 Q1	$237K	Sell	3,811 -15	-0.4%	-$905	﹤0.01%	1850
2017 Q4	$228K	Sell	3,826 -647	-14%	-$38.5K	﹤0.01%	1883
2017 Q3	$259K	Sell	4,473 -136	-3%	-$7.95K	﹤0.01%	1643
2017 Q2	$269K	Sell	4,609 -1,886	-29%	-$108K	﹤0.01%	1563
2017 Q1	$371K	Buy	6,495 +753	+13%	+$42.7K	0.01%	1248
2016 Q4	$320K	Buy	5,742 +114	+2%	+$6.01K	0.01%	1268
2016 Q3	$283K	Buy	5,628 +3,217	+133%	+$162K	0.01%	1303
2016 Q2	$117K	Buy	+2,411	New	+$117K	﹤0.01%	1813

Other funds holding KBWP

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advisor Group's KBWP Position: Q4 2019 in Review

Advisor Group reduced its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 63% in Q4 2019, selling an estimated $137K and leaving 1,161 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #3064.

Advisor Group first reported a position in KBWP in Q2 2016 and has held it in 15 quarters since. The position peaked at $371K in Q1 2017. 37 funds tracked by Wall St. Rank hold KBWP as of Q4 2019.

Advisor Group held 1,161 shares of Invesco KBW Property & Casualty Insurance ETF worth $83K as of Q4 2019.
Advisor Group sold 1,939 Invesco KBW Property & Casualty Insurance ETF shares in Q4 2019, an estimated $137K.
Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3064 holding.
Advisor Group first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Invesco KBW Property & Casualty Insurance ETF position peaked at $371K in Q1 2017.
37 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.