FNWA
KBWP icon

Financial Network Wealth Advisors’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Financial Network Wealth 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
-50
Closed -$5.12K – 912
2024
Q2 		$5.12K Buy
+50
New +$5.22K ﹤0.01% 576

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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Network Wealth Advisors's KBWP Position: Q3 2024 in Review

Financial Network Wealth Advisors sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q3 2024, closing a stake of 50 shares — an estimated $5.12K sold.

Financial Network Wealth Advisors first reported a position in KBWP in Q2 2024 and held it in 1 quarter. The position peaked at $5.12K in Q2 2024. 67 funds tracked by Wall St. Rank hold KBWP as of Q3 2024.

  • Financial Network Wealth Advisors reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q3 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 50 Invesco KBW Property & Casualty Insurance ETF shares in Q3 2024, an estimated $5.12K.
  • Financial Network Wealth Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2024 and held it in 1 quarter.
  • Financial Network Wealth Advisors's Invesco KBW Property & Casualty Insurance ETF position peaked at $5.12K in Q2 2024.
  • 67 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q3 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.