Optimum Investment Advisors’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Optimum Investment 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
2019 Q4	–	Sell	-400	Closed	-$30K	–	985
2019 Q3	$30K	Hold	400	–	–	0.01%	612
2019 Q2	$28K	Hold	400	–	–	0.01%	623
2019 Q1	$25K	Hold	400	–	–	0.01%	646
2018 Q4	$23K	Hold	400	–	–	0.01%	628
2018 Q3	$26K	Hold	400	–	–	0.01%	677
2018 Q2	$24K	Hold	400	–	–	0.01%	695
2018 Q1	$25K	Buy	+400	New	+$24.1K	0.01%	672

Other funds holding KBWP

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 New York $777B AUM 61.18% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Optimum Investment Advisors's KBWP Position: Q4 2019 in Review

Optimum Investment Advisors sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q4 2019, closing a stake of 400 shares — an estimated $30K sold.

Optimum Investment Advisors first reported a position in KBWP in Q1 2018 and held it in 7 quarters. The position peaked at $30K in Q3 2019. 37 funds tracked by Wall St. Rank hold KBWP as of Q4 2019.

Optimum Investment Advisors reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q4 2019 after selling out during the quarter.
Optimum Investment Advisors sold 400 Invesco KBW Property & Casualty Insurance ETF shares in Q4 2019, an estimated $30K.
Optimum Investment Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2018 and held it in 7 quarters.
Optimum Investment Advisors's Invesco KBW Property & Casualty Insurance ETF position peaked at $30K in Q3 2019.
37 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q4 2019.

Based on Optimum Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.