CoreCap Advisors’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

CoreCap Advisors’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 Q3	–	Sell	-35	Closed	-$3.58K	–	2691
2024 Q2	$3.58K	Hold	35	–	–	﹤0.01%	1220
2024 Q1	$3.77K	Buy	+35	New	+$3.48K	﹤0.01%	1980
2022 Q4	$3.01K	Buy	+35	New	+$2.93K	﹤0.01%	1858
2022 Q3	–	Sell	-35	Closed	-$3K	–	1342
2022 Q2	$3K	Buy	+35	New	+$2.91K	﹤0.01%	1792
2022 Q1	–	Sell	-35	Closed	-$3K	–	1344
2021 Q4	$3K	Buy	+35	New	+$2.75K	﹤0.01%	1879

Other funds holding KBWP

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CoreCap Advisors's KBWP Position: Q3 2024 in Review

CoreCap Advisors sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q3 2024, closing a stake of 35 shares — an estimated $3.58K sold.

CoreCap Advisors first reported a position in KBWP in Q4 2021 and held it in 5 quarters. The position peaked at $3.77K in Q1 2024. 67 funds tracked by Wall St. Rank hold KBWP as of Q3 2024.

CoreCap Advisors reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q3 2024 after selling out during the quarter.
CoreCap Advisors sold 35 Invesco KBW Property & Casualty Insurance ETF shares in Q3 2024, an estimated $3.58K.
CoreCap Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2021 and held it in 5 quarters.
CoreCap Advisors's Invesco KBW Property & Casualty Insurance ETF position peaked at $3.77K in Q1 2024.
67 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q3 2024.

Based on CoreCap Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.