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Cetera Advisor Networks’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Cetera Advisor Networks’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
Q1 		$860K Buy
+7,983
New +$795K ﹤0.01% 1571
2020
Q4 		– Sell
-16,020
Closed -$903K – 1371
2020
Q3 		$903K Buy
16,020
+3,158
+25% +$184K 0.02% 512
2020
Q2 		$721K Buy
+12,862
New +$694K 0.02% 562
2018
Q2 		– Sell
-4,975
Closed -$309K – 887
2018
Q1 		$309K Sell
4,975
-494
-9% -$29.8K 0.01% 652
2017
Q4 		$326K Buy
5,469
+577
+12% +$34.3K 0.01% 708
2017
Q3 		$284K Buy
+4,892
New +$286K 0.01% 705

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
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Advisor Networks's KBWP Position: Q1 2024 in Review

Cetera Advisor Networks opened a new position in Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2024: 7,983 shares worth $860K. The stake represents ﹤0.01% of the portfolio and ranks #1571 among its holdings. This is a return to the name: Cetera Advisor Networks previously reported a position in KBWP as recently as Q3 2020.

Cetera Advisor Networks first reported a position in KBWP in Q3 2017 and has held it in 6 quarters since. The position peaked at $903K in Q3 2020. 60 funds tracked by Wall St. Rank hold KBWP as of Q1 2024.

  • Cetera Advisor Networks held 7,983 shares of Invesco KBW Property & Casualty Insurance ETF worth $860K as of Q1 2024.
  • Invesco KBW Property & Casualty Insurance ETF was a new Cetera Advisor Networks position in Q1 2024.
  • Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1571 holding.
  • Cetera Advisor Networks first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q3 2017 and has held it in 6 quarters since.
  • Cetera Advisor Networks's Invesco KBW Property & Casualty Insurance ETF position peaked at $903K in Q3 2020.
  • 60 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.