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Portfolio Strategies’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Portfolio Strategies’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
2023
Q2 		– Sell
-233,704
Closed -$19.4M – 51
2023
Q1 		$19.4M Buy
+233,704
New +$20.4M 3.79% 13

Other funds holding KBWP

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Portfolio Strategies's KBWP Position: Q2 2023 in Review

Portfolio Strategies sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q2 2023, closing a stake of 233,704 shares — an estimated $19.4M sold.

Portfolio Strategies first reported a position in KBWP in Q1 2023 and held it in 1 quarter. The position peaked at $19.4M in Q1 2023. 58 funds tracked by Wall St. Rank hold KBWP as of Q2 2023.

  • Portfolio Strategies reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q2 2023 after selling out during the quarter.
  • Portfolio Strategies sold 233,704 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2023, an estimated $19.4M.
  • Portfolio Strategies first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2023 and held it in 1 quarter.
  • Portfolio Strategies's Invesco KBW Property & Casualty Insurance ETF position peaked at $19.4M in Q1 2023.
  • 58 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2023.

Based on Portfolio Strategies's 13F filing for Q2 2023, filed 8 Aug 2023.