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Washington Growth Strategies’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Washington Growth Strategies’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
2024
Q3 		$300 Buy
+35
New +$3.84K 0.01% 72

Other funds holding KBWP

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Washington Growth Strategies's KBWP Position: Q3 2024 in Review

Washington Growth Strategies opened a new position in Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q3 2024: 35 shares worth $300. The stake represents 0.01% of the portfolio and ranks #72 among its holdings.

67 funds tracked by Wall St. Rank hold KBWP as of Q3 2024.

  • Washington Growth Strategies held 35 shares of Invesco KBW Property & Casualty Insurance ETF worth $300 as of Q3 2024.
  • Invesco KBW Property & Casualty Insurance ETF was a new Washington Growth Strategies position in Q3 2024.
  • Invesco KBW Property & Casualty Insurance ETF made up 0.01% of Washington Growth Strategies's portfolio in Q3 2024, its #72 holding.
  • 67 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q3 2024.

Based on Washington Growth Strategies's 13F filing for Q3 2024, filed 13 Nov 2024.