TRUE Private Wealth Advisors’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

TRUE Private Wealth Advisors’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
2019 Q3	–	Sell	-48	Closed	-$3K	–	492
2019 Q2	$3K	Buy	+48	New	+$3.21K	﹤0.01%	691
2018 Q4	–	Sell	-48	Closed	-$3.06K	–	608
2018 Q3	$3.06K	Buy	+48	New	+$3.01K	﹤0.01%	976
2017 Q3	–	Sell	-81,633	Closed	-$4.74M	–	158
2017 Q2	$4.74M	Buy	81,633 +6,660	+9%	+$380K	1.1%	19
2017 Q1	$4.21M	Buy	74,973 +1,269	+2%	+$71.9K	0.96%	19
2016 Q4	$4.09M	Buy	73,704 +13,689	+23%	+$721K	1%	20
2016 Q3	$3.11M	Buy	60,015 +664	+1%	+$33.4K	1%	22
2016 Q2	$2.97M	Sell	59,351 -8,628	-13%	-$419K	0.99%	22
2016 Q1	$3.34M	Buy	+67,979	New	+$3.16M	1.3%	17

Other funds holding KBWP

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TRUE Private Wealth Advisors's KBWP Position: Q3 2019 in Review

TRUE Private Wealth Advisors sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q3 2019, closing a stake of 48 shares — an estimated $3K sold.

TRUE Private Wealth Advisors first reported a position in KBWP in Q1 2016 and held it in 8 quarters. The position peaked at $4.74M in Q2 2017. 34 funds tracked by Wall St. Rank hold KBWP as of Q3 2019.

TRUE Private Wealth Advisors reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q3 2019 after selling out during the quarter.
TRUE Private Wealth Advisors sold 48 Invesco KBW Property & Casualty Insurance ETF shares in Q3 2019, an estimated $3K.
TRUE Private Wealth Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2016 and held it in 8 quarters.
TRUE Private Wealth Advisors's Invesco KBW Property & Casualty Insurance ETF position peaked at $4.74M in Q2 2017.
34 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q3 2019.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2019, filed 9 Oct 2019.