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New Wave Wealth Advisors’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

New Wave 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
2025
Q1 		– Sell
-545
Closed -$63.3K – 414
2024
Q4 		$63.3K Buy
+545
New +$64.7K 0.03% 210

Other funds holding KBWP

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

New Wave Wealth Advisors's KBWP Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2025, closing a stake of 545 shares — an estimated $63.3K sold.

New Wave Wealth Advisors first reported a position in KBWP in Q4 2024 and held it in 1 quarter. The position peaked at $63.3K in Q4 2024. 61 funds tracked by Wall St. Rank hold KBWP as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 545 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2025, an estimated $63.3K.
  • New Wave Wealth Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Invesco KBW Property & Casualty Insurance ETF position peaked at $63.3K in Q4 2024.
  • 61 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.