Financial Architects (New Jersey)’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-98	Closed	-$5K	–	529
2020 Q2	$5K	Hold	98	–	–	﹤0.01%	720
2020 Q1	$5K	Hold	98	–	–	﹤0.01%	704
2019 Q4	$7K	Hold	98	–	–	﹤0.01%	727
2019 Q3	$7K	Hold	98	–	–	﹤0.01%	789
2019 Q2	$7K	Buy	+98	New	+$6.56K	﹤0.01%	954

Other funds holding KBWP

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Financial Architects (New Jersey)'s KBWP Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q3 2020, closing a stake of 98 shares — an estimated $5K sold.

Financial Architects (New Jersey) first reported a position in KBWP in Q2 2019 and held it in 5 quarters. The position peaked at $7K in Q4 2019. 26 funds tracked by Wall St. Rank hold KBWP as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 98 Invesco KBW Property & Casualty Insurance ETF shares in Q3 2020, an estimated $5K.
Financial Architects (New Jersey) first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2019 and held it in 5 quarters.
Financial Architects (New Jersey)'s Invesco KBW Property & Casualty Insurance ETF position peaked at $7K in Q4 2019.
26 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.