AJ Wealth Strategies’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

AJ Wealth Strategies’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
2023 Q1	–	Sell	-28,503	Closed	-$2.45M	–	300
2022 Q4	$2.45M	Hold	28,503	–	–	0.13%	79
2022 Q3	$2.1M	Hold	28,503	–	–	0.12%	81
2022 Q2	$2.31M	Hold	28,503	–	–	0.12%	84
2022 Q1	$2.48M	Hold	28,503	–	–	0.12%	88
2021 Q4	$2.27M	Buy	28,503 +6,174	+28%	+$485K	0.11%	82
2021 Q3	$1.7M	Buy	22,329 +8,455	+61%	+$658K	0.09%	95
2021 Q2	$1.06M	Buy	13,874 +7,223	+109%	+$563K	0.06%	120
2021 Q1	$499K	Buy	6,651 +2,548	+62%	+$181K	0.04%	164
2020 Q4	$280K	Buy	+4,103	New	+$260K	0.02%	197

Other funds holding KBWP

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

AJ Wealth Strategies's KBWP Position: Q1 2023 in Review

AJ Wealth Strategies sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2023, closing a stake of 28,503 shares — an estimated $2.45M sold.

AJ Wealth Strategies first reported a position in KBWP in Q4 2020 and held it in 9 quarters. The position peaked at $2.48M in Q1 2022. 52 funds tracked by Wall St. Rank hold KBWP as of Q1 2023.

AJ Wealth Strategies reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q1 2023 after selling out during the quarter.
AJ Wealth Strategies sold 28,503 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2023, an estimated $2.45M.
AJ Wealth Strategies first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2020 and held it in 9 quarters.
AJ Wealth Strategies's Invesco KBW Property & Casualty Insurance ETF position peaked at $2.48M in Q1 2022.
52 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2023.

Based on AJ Wealth Strategies's 13F filing for Q1 2023, filed 28 Apr 2023.