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Aveo Capital Partners’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Aveo Capital Partners’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
-2,001
Closed -$231K – 353
2024
Q3 		$231K Buy
+2,001
New +$219K 0.02% 314

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Aveo Capital Partners's KBWP Position: Q4 2024 in Review

Aveo Capital Partners sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q4 2024, closing a stake of 2,001 shares — an estimated $231K sold.

Aveo Capital Partners first reported a position in KBWP in Q3 2024 and held it in 1 quarter. The position peaked at $231K in Q3 2024. 75 funds tracked by Wall St. Rank hold KBWP as of Q4 2024.

  • Aveo Capital Partners reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q4 2024 after selling out during the quarter.
  • Aveo Capital Partners sold 2,001 Invesco KBW Property & Casualty Insurance ETF shares in Q4 2024, an estimated $231K.
  • Aveo Capital Partners first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q3 2024 and held it in 1 quarter.
  • Aveo Capital Partners's Invesco KBW Property & Casualty Insurance ETF position peaked at $231K in Q3 2024.
  • 75 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q4 2024.

Based on Aveo Capital Partners's 13F filing for Q4 2024, filed 30 Jan 2025.