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

BerganKDV 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
2023
Q2 		$16.4K Hold
200
– – ﹤0.01% 511
2023
Q1 		$16.6K Hold
200
– – ﹤0.01% 537
2022
Q4 		$17.2K Hold
200
– – ﹤0.01% 510
2022
Q3 		$15K Buy
+200
New +$15.5K ﹤0.01% 521

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BerganKDV Wealth Management's KBWP Position: Q2 2023 in Review

BerganKDV Wealth Management held its Invesco KBW Property & Casualty Insurance ETF (KBWP) position steady in Q2 2023 at 200 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

BerganKDV Wealth Management first reported a position in KBWP in Q3 2022 and has held it in 4 quarters since. The position peaked at $17.2K in Q4 2022. 58 funds tracked by Wall St. Rank hold KBWP as of Q2 2023.

  • BerganKDV Wealth Management held 200 shares of Invesco KBW Property & Casualty Insurance ETF worth $16.4K as of Q2 2023.
  • BerganKDV Wealth Management left its Invesco KBW Property & Casualty Insurance ETF share count unchanged in Q2 2023.
  • Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #511 holding.
  • BerganKDV Wealth Management first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q3 2022 and has held it in 4 quarters since.
  • BerganKDV Wealth Management's Invesco KBW Property & Casualty Insurance ETF position peaked at $17.2K in Q4 2022.
  • 58 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.