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

Parallel 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
2020 Q2	–	Sell	-78	Closed	-$4K	–	2577
2020 Q1	$4K	Hold	78	–	–	﹤0.01%	1964
2019 Q4	$6K	Hold	78	–	–	﹤0.01%	1913
2019 Q3	$6K	Hold	78	–	–	﹤0.01%	1862
2019 Q2	$5K	Sell	78 -240	-75%	-$16.1K	﹤0.01%	1832
2019 Q1	$20K	Hold	318	–	–	﹤0.01%	1222
2018 Q4	$18K	Hold	318	–	–	﹤0.01%	1097
2018 Q3	$20K	Hold	318	–	–	﹤0.01%	1151
2018 Q2	$18K	Hold	318	–	–	﹤0.01%	1095
2018 Q1	$20K	Sell	318 -10	-3%	-$603	﹤0.01%	1004
2017 Q4	$20K	Buy	328 +2	+0.6%	+$119	﹤0.01%	1018
2017 Q3	$19K	Buy	326 +1	+0.3%	+$58	﹤0.01%	1018
2017 Q2	$19K	Buy	325 +1	+0.3%	+$57	﹤0.01%	1027
2017 Q1	$18K	Buy	+324	New	+$18.4K	﹤0.01%	995

Other funds holding KBWP

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

FFN

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

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Parallel Advisors's KBWP Position: Q2 2020 in Review

Parallel Advisors sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q2 2020, closing a stake of 78 shares — an estimated $4K sold.

Parallel Advisors first reported a position in KBWP in Q1 2017 and held it in 13 quarters. The position peaked at $20K in Q1 2019. 27 funds tracked by Wall St. Rank hold KBWP as of Q2 2020.

Parallel Advisors reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q2 2020 after selling out during the quarter.
Parallel Advisors sold 78 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2020, an estimated $4K.
Parallel Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2017 and held it in 13 quarters.
Parallel Advisors's Invesco KBW Property & Casualty Insurance ETF position peaked at $20K in Q1 2019.
27 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2020.

Based on Parallel Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.