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Orca Investment Management’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Orca Investment 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
2021
Q1 		– Sell
-37,711
Closed -$2.58M – 65
2020
Q4 		$2.58M Buy
+37,711
New +$2.39M 2.69% 9

Other funds holding KBWP

LPL Financial
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Orca Investment Management's KBWP Position: Q1 2021 in Review

Orca Investment Management sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2021, closing a stake of 37,711 shares — an estimated $2.58M sold.

Orca Investment Management first reported a position in KBWP in Q4 2020 and held it in 1 quarter. The position peaked at $2.58M in Q4 2020. 28 funds tracked by Wall St. Rank hold KBWP as of Q1 2021.

  • Orca Investment Management reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q1 2021 after selling out during the quarter.
  • Orca Investment Management sold 37,711 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2021, an estimated $2.58M.
  • Orca Investment Management first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2020 and held it in 1 quarter.
  • Orca Investment Management's Invesco KBW Property & Casualty Insurance ETF position peaked at $2.58M in Q4 2020.
  • 28 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2021.

Based on Orca Investment Management's 13F filing for Q1 2021, filed 28 Apr 2021.