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Simplicity Solutions’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Simplicity Solutions’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
2020
Q2 		– Sell
-12,070
Closed -$641K – 907
2020
Q1 		$641K Buy
12,070
+4,789
+66% +$318K 0.02% 437
2019
Q4 		$520K Buy
+7,281
New +$516K 0.02% 530

Other funds holding KBWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Simplicity Solutions's KBWP Position: Q2 2020 in Review

Simplicity Solutions sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q2 2020, closing a stake of 12,070 shares — an estimated $641K sold.

Simplicity Solutions first reported a position in KBWP in Q4 2019 and held it in 2 quarters. The position peaked at $641K in Q1 2020. 27 funds tracked by Wall St. Rank hold KBWP as of Q2 2020.

  • Simplicity Solutions reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q2 2020 after selling out during the quarter.
  • Simplicity Solutions sold 12,070 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2020, an estimated $641K.
  • Simplicity Solutions first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2019 and held it in 2 quarters.
  • Simplicity Solutions's Invesco KBW Property & Casualty Insurance ETF position peaked at $641K in Q1 2020.
  • 27 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2020.

Based on Simplicity Solutions's 13F filing for Q2 2020, filed 6 Aug 2020.