AWM
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Axxcess Wealth Management’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Axxcess Wealth Management’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
-9,325
Closed -$1.08M – 902
2024
Q3 		$1.08M Sell
9,325
-1,635
-15% -$179K 0.03% 379
2024
Q2 		$1.12M Buy
10,960
+2,423
+28% +$253K 0.03% 350
2024
Q1 		$920K Buy
+8,537
New +$850K 0.03% 391

Other funds holding KBWP

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
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
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Axxcess Wealth Management's KBWP Position: Q4 2024 in Review

Axxcess Wealth Management sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q4 2024, closing a stake of 9,325 shares — an estimated $1.08M sold.

Axxcess Wealth Management first reported a position in KBWP in Q1 2024 and held it in 3 quarters. The position peaked at $1.12M in Q2 2024. 75 funds tracked by Wall St. Rank hold KBWP as of Q4 2024.

  • Axxcess Wealth Management reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q4 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 9,325 Invesco KBW Property & Casualty Insurance ETF shares in Q4 2024, an estimated $1.08M.
  • Axxcess Wealth Management first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2024 and held it in 3 quarters.
  • Axxcess Wealth Management's Invesco KBW Property & Casualty Insurance ETF position peaked at $1.12M in Q2 2024.
  • 75 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.