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SMI Advisory Services’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

SMI Advisory Services’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
Q4 		– Sell
-43,434
Closed -$3.83M – 60
2023
Q3 		$3.83M Buy
+43,434
New +$3.62M 1.4% 16

Other funds holding KBWP

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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
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $117M AUM 34.04% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SMI Advisory Services's KBWP Position: Q4 2023 in Review

SMI Advisory Services sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q4 2023, closing a stake of 43,434 shares — an estimated $3.83M sold.

SMI Advisory Services first reported a position in KBWP in Q3 2023 and held it in 1 quarter. The position peaked at $3.83M in Q3 2023. 52 funds tracked by Wall St. Rank hold KBWP as of Q4 2023.

  • SMI Advisory Services reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q4 2023 after selling out during the quarter.
  • SMI Advisory Services sold 43,434 Invesco KBW Property & Casualty Insurance ETF shares in Q4 2023, an estimated $3.83M.
  • SMI Advisory Services first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q3 2023 and held it in 1 quarter.
  • SMI Advisory Services's Invesco KBW Property & Casualty Insurance ETF position peaked at $3.83M in Q3 2023.
  • 52 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q4 2023.

Based on SMI Advisory Services's 13F filing for Q4 2023, filed 12 Jan 2024.