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Financial Gravity Asset Management’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Financial Gravity Asset 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
2020
Q2 		– Sell
-5
Closed – – 465
2020
Q1 		$0 Sell
5
-613
-99% -$40.7K ﹤0.01% 1251
2019
Q4 		$71K Sell
618
-2,192
-78% -$155K 0.05% 471
2019
Q3 		$208K Buy
2,810
+754
+37% +$54.2K 0.18% 115
2019
Q2 		$144K Buy
+2,056
New +$138K 0.12% 186

Other funds holding KBWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Financial Gravity Asset Management's KBWP Position: Q2 2020 in Review

Financial Gravity Asset Management sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q2 2020, closing a stake of 5 shares.

Financial Gravity Asset Management first reported a position in KBWP in Q2 2019 and held it in 4 quarters. The position peaked at $208K in Q3 2019. 27 funds tracked by Wall St. Rank hold KBWP as of Q2 2020.

  • Financial Gravity Asset Management reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q2 2020 after selling out during the quarter.
  • Financial Gravity Asset Management sold 5 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2020.
  • Financial Gravity Asset Management first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2019 and held it in 4 quarters.
  • Financial Gravity Asset Management's Invesco KBW Property & Casualty Insurance ETF position peaked at $208K in Q3 2019.
  • 27 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2020.

Based on Financial Gravity Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.