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J. Arnold Wealth Management’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

J. Arnold Wealth 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
2022
Q1 		– Sell
-228
Closed -$18K – 52
2021
Q4 		$18K Buy
+228
New +$17.9K 0.01% 45

Other funds holding KBWP

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LPL Financial San Diego, California $377B AUM 19.32% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $117M AUM 34.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

J. Arnold Wealth Management's KBWP Position: Q1 2022 in Review

J. Arnold Wealth Management sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2022, closing a stake of 228 shares — an estimated $18K sold.

J. Arnold Wealth Management first reported a position in KBWP in Q4 2021 and held it in 1 quarter. The position peaked at $18K in Q4 2021. 36 funds tracked by Wall St. Rank hold KBWP as of Q1 2022.

  • J. Arnold Wealth Management reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q1 2022 after selling out during the quarter.
  • J. Arnold Wealth Management sold 228 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2022, an estimated $18K.
  • J. Arnold Wealth Management first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2021 and held it in 1 quarter.
  • J. Arnold Wealth Management's Invesco KBW Property & Casualty Insurance ETF position peaked at $18K in Q4 2021.
  • 36 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2022.

Based on J. Arnold Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.