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Brookstone Capital Management’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Brookstone Capital 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
Q2 		– Sell
-2,139
Closed -$230K – 989
2024
Q1 		$230K Sell
2,139
-525
-20% -$52.3K ﹤0.01% 841
2023
Q4 		$241K Buy
+2,664
New +$236K ﹤0.01% 776
2020
Q1 		– Sell
-9,189
Closed -$656K – 379
2019
Q4 		$656K Buy
+9,189
New +$652K 0.03% 247

Other funds holding KBWP

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brookstone Capital Management's KBWP Position: Q2 2024 in Review

Brookstone Capital Management sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q2 2024, closing a stake of 2,139 shares — an estimated $230K sold.

Brookstone Capital Management first reported a position in KBWP in Q4 2019 and held it in 3 quarters. The position peaked at $656K in Q4 2019. 60 funds tracked by Wall St. Rank hold KBWP as of Q2 2024.

  • Brookstone Capital Management reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q2 2024 after selling out during the quarter.
  • Brookstone Capital Management sold 2,139 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2024, an estimated $230K.
  • Brookstone Capital Management first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2019 and held it in 3 quarters.
  • Brookstone Capital Management's Invesco KBW Property & Casualty Insurance ETF position peaked at $656K in Q4 2019.
  • 60 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2024.

Based on Brookstone Capital Management's 13F filing for Q2 2024, filed 18 Jul 2024.