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

PFG 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
2024
Q2 		– Sell
-3,524
Closed -$380K – 684
2024
Q1 		$380K Buy
+3,524
New +$351K 0.03% 463

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
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PFG Advisors's KBWP Position: Q2 2024 in Review

PFG Advisors sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q2 2024, closing a stake of 3,524 shares — an estimated $380K sold.

PFG Advisors first reported a position in KBWP in Q1 2024 and held it in 1 quarter. The position peaked at $380K in Q1 2024. 60 funds tracked by Wall St. Rank hold KBWP as of Q2 2024.

  • PFG Advisors reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q2 2024 after selling out during the quarter.
  • PFG Advisors sold 3,524 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2024, an estimated $380K.
  • PFG Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2024 and held it in 1 quarter.
  • PFG Advisors's Invesco KBW Property & Casualty Insurance ETF position peaked at $380K in Q1 2024.
  • 60 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2024.

Based on PFG Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.