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Private Advisory Group’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Private Advisory Group’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
Q1 		– Sell
-3,197
Closed -$289K – 200
2023
Q4 		$289K Buy
+3,197
New +$283K 0.05% 166

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
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Private Advisory Group's KBWP Position: Q1 2024 in Review

Private Advisory Group sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2024, closing a stake of 3,197 shares — an estimated $289K sold.

Private Advisory Group first reported a position in KBWP in Q4 2023 and held it in 1 quarter. The position peaked at $289K in Q4 2023. 60 funds tracked by Wall St. Rank hold KBWP as of Q1 2024.

  • Private Advisory Group reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q1 2024 after selling out during the quarter.
  • Private Advisory Group sold 3,197 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2024, an estimated $289K.
  • Private Advisory Group first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2023 and held it in 1 quarter.
  • Private Advisory Group's Invesco KBW Property & Casualty Insurance ETF position peaked at $289K in Q4 2023.
  • 60 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2024.

Based on Private Advisory Group's 13F filing for Q1 2024, filed 14 May 2024.