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Steward Partners Investment Advisory’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Steward Partners Investment Advisory’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
2021
Q1 		– Sell
-600
Closed -$41K – 3459
2020
Q4 		$41K Hold
600
– – ﹤0.01% 1752
2020
Q3 		$34K Buy
+600
New +$35K ﹤0.01% 1668

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MA
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Steward Partners Investment Advisory's KBWP Position: Q1 2021 in Review

Steward Partners Investment Advisory sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2021, closing a stake of 600 shares — an estimated $41K sold.

Steward Partners Investment Advisory first reported a position in KBWP in Q3 2020 and held it in 2 quarters. The position peaked at $41K in Q4 2020. 28 funds tracked by Wall St. Rank hold KBWP as of Q1 2021.

  • Steward Partners Investment Advisory reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q1 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 600 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2021, an estimated $41K.
  • Steward Partners Investment Advisory first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q3 2020 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Invesco KBW Property & Casualty Insurance ETF position peaked at $41K in Q4 2020.
  • 28 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2021, filed 14 May 2021.