Ameritas Advisory Services’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Ameritas Advisory Services’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
2024 Q4	–	Sell	-3,984	Closed	-$460K	–	904
2024 Q3	$460K	Sell	3,984 -53	-1%	-$5.81K	0.02%	562
2024 Q2	$414K	Buy	4,037 +44	+1%	+$4.59K	0.02%	638
2024 Q1	$416K	Sell	3,993 -94	-2%	-$9.36K	0.02%	603
2023 Q4	$400K	Buy	4,087 +299	+8%	+$26.5K	0.02%	478
2023 Q3	$334K	Buy	3,788 +648	+21%	+$54K	0.02%	602
2023 Q2	$257K	Buy	3,140 +2,210	+238%	+$183K	0.03%	450
2023 Q1	$77.4K	Buy	+930	New	+$81K	﹤0.01%	1095

Other funds holding KBWP

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 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

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

Ameritas Advisory Services's KBWP Position: Q4 2024 in Review

Ameritas Advisory Services sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q4 2024, closing a stake of 3,984 shares — an estimated $460K sold.

Ameritas Advisory Services first reported a position in KBWP in Q1 2023 and held it in 7 quarters. The position peaked at $460K in Q3 2024. 75 funds tracked by Wall St. Rank hold KBWP as of Q4 2024.

Ameritas Advisory Services reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q4 2024 after selling out during the quarter.
Ameritas Advisory Services sold 3,984 Invesco KBW Property & Casualty Insurance ETF shares in Q4 2024, an estimated $460K.
Ameritas Advisory Services first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2023 and held it in 7 quarters.
Ameritas Advisory Services's Invesco KBW Property & Casualty Insurance ETF position peaked at $460K in Q3 2024.
75 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q4 2024.

Based on Ameritas Advisory Services's 13F filing for Q4 2024, filed 15 Jan 2025.