Wagner Wealth Management (South Carolina)’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Wagner Wealth Management (South Carolina)’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	-480	Closed	-$30K	–	694
2018 Q1	$30K	Hold	480	–	–	0.02%	260
2017 Q4	$28K	Buy	+480	New	+$28.6K	0.02%	263

Other funds holding KBWP

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s KBWP Position: Q2 2018 in Review

Wagner Wealth Management (South Carolina) sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q2 2018, closing a stake of 480 shares — an estimated $30K sold.

Wagner Wealth Management (South Carolina) first reported a position in KBWP in Q4 2017 and held it in 2 quarters. The position peaked at $30K in Q1 2018. 31 funds tracked by Wall St. Rank hold KBWP as of Q2 2018.

Wagner Wealth Management (South Carolina) reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q2 2018 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 480 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2018, an estimated $30K.
Wagner Wealth Management (South Carolina) first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2017 and held it in 2 quarters.
Wagner Wealth Management (South Carolina)'s Invesco KBW Property & Casualty Insurance ETF position peaked at $30K in Q1 2018.
31 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2018, filed 1 Aug 2018.