Bank of Montreal
KBWP icon

Bank of Montreal’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Bank of Montreal’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
Q4 		– Sell
-26
Closed -$3K – 3766
2024
Q3 		$3K Sell
26
-2,757
-99% -$302K ﹤0.01% 3753
2024
Q2 		$290K Sell
2,783
-2,543
-48% -$265K ﹤0.01% 2756
2024
Q1 		$574K Buy
5,326
+22
+0.4% +$2.19K ﹤0.01% 2357
2023
Q4 		$481K Buy
+5,304
New +$470K ﹤0.01% 2531

Other funds holding KBWP

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of Montreal's KBWP Position: Q4 2024 in Review

Bank of Montreal sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q4 2024, closing a stake of 26 shares — an estimated $3K sold.

Bank of Montreal first reported a position in KBWP in Q4 2023 and held it in 4 quarters. The position peaked at $574K in Q1 2024. 75 funds tracked by Wall St. Rank hold KBWP as of Q4 2024.

  • Bank of Montreal reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 26 Invesco KBW Property & Casualty Insurance ETF shares in Q4 2024, an estimated $3K.
  • Bank of Montreal first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2023 and held it in 4 quarters.
  • Bank of Montreal's Invesco KBW Property & Casualty Insurance ETF position peaked at $574K in Q1 2024.
  • 75 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.