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

Fortis Group 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
Q4 		– Sell
-1,751
Closed -$202K – 515
2024
Q3 		$202K Sell
1,751
-52,777
-97% -$5.78M 0.04% 176
2024
Q2 		$5.59M Sell
54,528
-22,283
-29% -$2.33M 1.11% 31
2024
Q1 		$8.28M Buy
+76,811
New +$7.65M 1.52% 17

Other funds holding KBWP

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fortis Group Advisors's KBWP Position: Q4 2024 in Review

Fortis Group Advisors sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q4 2024, closing a stake of 1,751 shares — an estimated $202K sold.

Fortis Group Advisors first reported a position in KBWP in Q1 2024 and held it in 3 quarters. The position peaked at $8.28M in Q1 2024. 75 funds tracked by Wall St. Rank hold KBWP as of Q4 2024.

  • Fortis Group Advisors reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q4 2024 after selling out during the quarter.
  • Fortis Group Advisors sold 1,751 Invesco KBW Property & Casualty Insurance ETF shares in Q4 2024, an estimated $202K.
  • Fortis Group Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2024 and held it in 3 quarters.
  • Fortis Group Advisors's Invesco KBW Property & Casualty Insurance ETF position peaked at $8.28M in Q1 2024.
  • 75 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q4 2024.

Based on Fortis Group Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.