Raymond James Financial Services Advisors’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Raymond James Financial Services 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 Q3	$6.33M	Buy	54,779 +51,809	+1,744%	+$5.68M	0.01%	1110
2024 Q2	$304K	Buy	2,970 +39	+1%	+$4.07K	﹤0.01%	2860
2024 Q1	$316K	Sell	2,931 -172	-6%	-$17.1K	﹤0.01%	2810
2023 Q4	$281K	Buy	3,103 +144	+5%	+$12.8K	﹤0.01%	2783
2023 Q3	$249K	Sell	2,959 -16,096	-84%	-$1.34M	﹤0.01%	2784
2023 Q2	$1.56M	Buy	19,055 +1,230	+7%	+$102K	﹤0.01%	1658
2023 Q1	$1.48M	Sell	17,825 -3,633	-17%	-$316K	﹤0.01%	1664
2022 Q4	$1.85M	Buy	21,458 +1,488	+7%	+$124K	﹤0.01%	1481
2022 Q3	$1.47M	Sell	19,970 -6,064	-23%	-$471K	﹤0.01%	1599
2022 Q2	$2.11M	Buy	26,034 +6,520	+33%	+$543K	﹤0.01%	1408
2022 Q1	$1.7M	Buy	19,514 +8,693	+80%	+$714K	﹤0.01%	1598
2021 Q4	$863K	Buy	10,821 +7,593	+235%	+$597K	﹤0.01%	2067
2021 Q3	$246K	Buy	3,228 +176	+6%	+$13.7K	﹤0.01%	2831
2021 Q2	$233K	Buy	3,052 +9	+0.3%	+$701	﹤0.01%	2902
2021 Q1	$228K	Buy	+3,043	New	+$216K	﹤0.01%	2826
2020 Q2	–	Sell	-3,861	Closed	-$205K	–	2866
2020 Q1	$205K	Sell	3,861 -825	-18%	-$54.8K	﹤0.01%	2058
2019 Q4	$334K	Sell	4,686 -5,511	-54%	-$391K	﹤0.01%	2251
2019 Q3	$754K	Buy	10,197 +5,632	+123%	+$405K	﹤0.01%	1643
2019 Q2	$319K	Sell	4,565 -4,715	-51%	-$316K	﹤0.01%	2234
2019 Q1	$574K	Buy	+9,280	New	+$564K	﹤0.01%	1797
2018 Q3	–	Sell	-9,967	Closed	-$593K	–	2863
2018 Q2	$593K	Buy	9,967 +1,728	+21%	+$106K	﹤0.01%	1763
2018 Q1	$511K	Buy	8,239 +1,823	+28%	+$110K	﹤0.01%	1701
2017 Q4	$381K	Buy	6,416 +2,217	+53%	+$132K	﹤0.01%	1869
2017 Q3	$244K	Sell	4,199 -1,745	-29%	-$102K	﹤0.01%	2150
2017 Q2	$345K	Buy	+5,944	New	+$339K	﹤0.01%	1904
2017 Q1	–	Sell	-4,214	Closed	-$234K	–	2470
2016 Q4	$234K	Buy	+4,214	New	+$222K	﹤0.01%	1959

Other funds holding KBWP

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors's KBWP Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 1,744% in Q3 2024, buying an estimated $5.68M and bringing the position to 54,779 shares worth $6.33M. The position accounts for 0.01% of the portfolio, ranked #1110.

Raymond James Financial Services Advisors first reported a position in KBWP in Q4 2016 and has held it in 26 quarters since. 67 funds tracked by Wall St. Rank hold KBWP as of Q3 2024.

Raymond James Financial Services Advisors held 54,779 shares of Invesco KBW Property & Casualty Insurance ETF worth $6.33M as of Q3 2024.
Raymond James Financial Services Advisors bought 51,809 Invesco KBW Property & Casualty Insurance ETF shares in Q3 2024, an estimated $5.68M.
Invesco KBW Property & Casualty Insurance ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1110 holding.
Raymond James Financial Services Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2016 and has held it in 26 quarters since.
67 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.