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

V 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
2023 Q3	–	Sell	-4,088	Closed	-$335K	–	247
2023 Q2	$335K	Sell	4,088 -2,900	-41%	-$240K	0.06%	274
2023 Q1	$582K	Sell	6,988 -653	-9%	-$56.9K	0.11%	176
2022 Q4	$658K	Sell	7,641 -2,317	-23%	-$194K	0.14%	160
2022 Q3	$732K	Sell	9,958 -2,445	-20%	-$190K	0.15%	147
2022 Q2	$1.01M	Sell	12,403 -31	-0.2%	-$2.58K	0.19%	129
2022 Q1	$1.08M	Sell	12,434 -27	-0.2%	-$2.22K	0.17%	135
2021 Q4	$994K	Sell	12,461 -165	-1%	-$13K	0.15%	158
2021 Q3	$961K	Buy	12,626 +112	+0.9%	+$8.72K	0.15%	154
2021 Q2	$956K	Sell	12,514 -98	-0.8%	-$7.64K	0.15%	155
2021 Q1	$946K	Sell	12,612 -271	-2%	-$19.2K	0.17%	150
2020 Q4	$880K	Buy	+12,883	New	+$815K	0.18%	147
2020 Q3	–	Sell	-10,879	Closed	-$610K	–	260
2020 Q2	$610K	Buy	10,879 +3,590	+49%	+$194K	0.16%	158
2020 Q1	$387K	Buy	+7,289	New	+$484K	0.12%	184

Other funds holding KBWP

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEA

Stegent Equity Advisors Houston, Texas $117M AUM 34.04% 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 $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

V Wealth Advisors's KBWP Position: Q3 2023 in Review

V Wealth Advisors sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q3 2023, closing a stake of 4,088 shares — an estimated $335K sold.

V Wealth Advisors first reported a position in KBWP in Q1 2020 and held it in 13 quarters. The position peaked at $1.08M in Q1 2022. 44 funds tracked by Wall St. Rank hold KBWP as of Q3 2023.

V Wealth Advisors reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 4,088 Invesco KBW Property & Casualty Insurance ETF shares in Q3 2023, an estimated $335K.
V Wealth Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2020 and held it in 13 quarters.
V Wealth Advisors's Invesco KBW Property & Casualty Insurance ETF position peaked at $1.08M in Q1 2022.
44 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.