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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
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

MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Gravity Asset Management's KBWP Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 78% in Q4 2019, selling an estimated $155K and leaving 618 shares worth $71K. The position accounts for 0.05% of the portfolio, ranked #471.

Financial Gravity Asset Management first reported a position in KBWP in Q2 2019 and has held it in 3 quarters since. The position peaked at $208K in Q3 2019. 37 funds tracked by Wall St. Rank hold KBWP as of Q4 2019.

  • Financial Gravity Asset Management held 618 shares of Invesco KBW Property & Casualty Insurance ETF worth $71K as of Q4 2019.
  • Financial Gravity Asset Management sold 2,192 Invesco KBW Property & Casualty Insurance ETF shares in Q4 2019, an estimated $155K.
  • Invesco KBW Property & Casualty Insurance ETF made up 0.05% of Financial Gravity Asset Management's portfolio in Q4 2019, its #471 holding.
  • Financial Gravity Asset Management first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2019 and has held it in 3 quarters since.
  • Financial Gravity Asset Management's Invesco KBW Property & Casualty Insurance ETF position peaked at $208K in Q3 2019.
  • 37 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.