Carroll Financial Associates’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Carroll Financial Associates’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
2021 Q4	$16K	Hold	210	–	–	﹤0.01%	1038
2021 Q3	$15K	Hold	210	–	–	﹤0.01%	1077
2021 Q2	$16K	Hold	210	–	–	﹤0.01%	1148
2021 Q1	$15K	Hold	210	–	–	﹤0.01%	1105
2020 Q4	$14K	Buy	+210	New	+$13.3K	﹤0.01%	1022

Other funds holding KBWP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

SEA

Stegent Equity Advisors Houston, Texas $140M AUM 35.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VWA

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Carroll Financial Associates's KBWP Position: Q4 2021 in Review

Carroll Financial Associates held its Invesco KBW Property & Casualty Insurance ETF (KBWP) position steady in Q4 2021 at 210 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

Carroll Financial Associates first reported a position in KBWP in Q4 2020 and has held it in 5 quarters since. 29 funds tracked by Wall St. Rank hold KBWP as of Q4 2021.

Carroll Financial Associates held 210 shares of Invesco KBW Property & Casualty Insurance ETF worth $16K as of Q4 2021.
Carroll Financial Associates left its Invesco KBW Property & Casualty Insurance ETF share count unchanged in Q4 2021.
Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1038 holding.
Carroll Financial Associates first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2020 and has held it in 5 quarters since.
29 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.