SeaCrest Wealth Management’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

SeaCrest Wealth Management’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
2022 Q3	–	Sell	-444	Closed	-$36K	–	1089
2022 Q2	$36K	Buy	+444	New	+$37K	﹤0.01%	1257
2019 Q2	–	Sell	-444	Closed	-$27K	–	1220
2019 Q1	$27K	Hold	444	–	–	﹤0.01%	1158
2018 Q4	$25K	Hold	444	–	–	0.01%	1162
2018 Q3	$28K	Hold	444	–	–	﹤0.01%	1240
2018 Q2	$26K	Hold	444	–	–	﹤0.01%	1246
2018 Q1	$28K	Sell	444 -266	-37%	-$16.1K	0.01%	1191
2017 Q4	$42K	Buy	+710	New	+$42.2K	0.01%	1031

Other funds holding KBWP

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

SeaCrest Wealth Management's KBWP Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q3 2022, closing a stake of 444 shares — an estimated $36K sold.

SeaCrest Wealth Management first reported a position in KBWP in Q4 2017 and held it in 7 quarters. The position peaked at $42K in Q4 2017. 40 funds tracked by Wall St. Rank hold KBWP as of Q3 2022.

SeaCrest Wealth Management reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 444 Invesco KBW Property & Casualty Insurance ETF shares in Q3 2022, an estimated $36K.
SeaCrest Wealth Management first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Invesco KBW Property & Casualty Insurance ETF position peaked at $42K in Q4 2017.
40 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.