SWP
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Stratos Wealth Partners’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Stratos Wealth Partners’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
2018
Q2 		– Sell
-780
Closed -$48K – 1826
2018
Q1 		$48K Hold
780
– – ﹤0.01% 1595
2017
Q4 		$46K Buy
+780
New +$46.4K ﹤0.01% 1554

Other funds holding KBWP

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MA
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MFBTD
MB Financial Bank - Trust Department Rosemont, Illinois $816M AUM 5.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stratos Wealth Partners's KBWP Position: Q2 2018 in Review

Stratos Wealth Partners sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q2 2018, closing a stake of 780 shares — an estimated $48K sold.

Stratos Wealth Partners first reported a position in KBWP in Q4 2017 and held it in 2 quarters. The position peaked at $48K in Q1 2018. 31 funds tracked by Wall St. Rank hold KBWP as of Q2 2018.

  • Stratos Wealth Partners reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q2 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 780 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2018, an estimated $48K.
  • Stratos Wealth Partners first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2017 and held it in 2 quarters.
  • Stratos Wealth Partners's Invesco KBW Property & Casualty Insurance ETF position peaked at $48K in Q1 2018.
  • 31 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.