Wealthcare Advisory Partners’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Wealthcare Advisory 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
2023 Q3	–	Sell	-12,726	Closed	-$1.04M	–	727
2023 Q2	$1.04M	Buy	12,726 +213	+2%	+$17.6K	0.05%	278
2023 Q1	$1.04M	Buy	12,513 +1,513	+14%	+$132K	0.04%	280
2022 Q4	$947K	Buy	11,000 +5,299	+93%	+$443K	0.05%	286
2022 Q3	$419K	Buy	+5,701	New	+$443K	0.02%	405

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

Wealthcare Advisory Partners's KBWP Position: Q3 2023 in Review

Wealthcare Advisory Partners sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q3 2023, closing a stake of 12,726 shares — an estimated $1.04M sold.

Wealthcare Advisory Partners first reported a position in KBWP in Q3 2022 and held it in 4 quarters. The position peaked at $1.04M in Q2 2023. 44 funds tracked by Wall St. Rank hold KBWP as of Q3 2023.

Wealthcare Advisory Partners reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q3 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 12,726 Invesco KBW Property & Casualty Insurance ETF shares in Q3 2023, an estimated $1.04M.
Wealthcare Advisory Partners first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q3 2022 and held it in 4 quarters.
Wealthcare Advisory Partners's Invesco KBW Property & Casualty Insurance ETF position peaked at $1.04M in Q2 2023.
44 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q3 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2023, filed 12 Oct 2023.