American Portfolios Advisors’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

American Portfolios 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	$19.2K	Hold	261	–	–	﹤0.01%	2202
2022 Q2	$21.2K	Hold	261	–	–	﹤0.01%	2204
2022 Q1	$22.7K	Hold	261	–	–	﹤0.01%	2301
2021 Q4	$20.8K	Buy	261 +40	+18%	+$3.14K	﹤0.01%	2307
2021 Q3	$16.8K	Hold	221	–	–	﹤0.01%	2354
2021 Q2	$16.8K	Hold	221	–	–	﹤0.01%	2286
2021 Q1	$16.6K	Buy	+221	New	+$15.7K	﹤0.01%	2159
2020 Q1	–	Sell	-467	Closed	-$33.3K	–	2848
2019 Q4	$33.3K	Buy	467 +106	+29%	+$7.52K	﹤0.01%	1515
2019 Q3	$26.7K	Buy	+361	New	+$26K	﹤0.01%	1547
2018 Q2	–	Sell	-194	Closed	-$12K	–	2412
2018 Q1	$12K	Sell	194 -1,439	-88%	-$86.8K	﹤0.01%	1572
2017 Q4	$97K	Buy	+1,633	New	+$97.2K	0.02%	743

Other funds holding KBWP

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

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

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

American Portfolios Advisors's KBWP Position: Q3 2022 in Review

American Portfolios Advisors held its Invesco KBW Property & Casualty Insurance ETF (KBWP) position steady in Q3 2022 at 261 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2202.

American Portfolios Advisors first reported a position in KBWP in Q4 2017 and has held it in 11 quarters since. The position peaked at $97K in Q4 2017. 40 funds tracked by Wall St. Rank hold KBWP as of Q3 2022.

American Portfolios Advisors held 261 shares of Invesco KBW Property & Casualty Insurance ETF worth $19.2K as of Q3 2022.
American Portfolios Advisors left its Invesco KBW Property & Casualty Insurance ETF share count unchanged in Q3 2022.
Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2202 holding.
American Portfolios Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2017 and has held it in 11 quarters since.
American Portfolios Advisors's Invesco KBW Property & Casualty Insurance ETF position peaked at $97K in Q4 2017.
40 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.