CIBC Private Wealth Group
KBWP icon

CIBC Private Wealth Group’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

CIBC Private Wealth Group’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
2025
Q1 		– Sell
-106
Closed -$12.1K – 3194
2024
Q4 		$12.1K Buy
106
+81
+324% +$9.61K ﹤0.01% 2217
2024
Q3 		$2.89K Hold
25
– – ﹤0.01% 2740
2024
Q2 		$2.54K Hold
25
– – ﹤0.01% 2711
2024
Q1 		$2.68K Buy
+25
New +$2.49K ﹤0.01% 2681

Other funds holding KBWP

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIBC Private Wealth Group's KBWP Position: Q1 2025 in Review

CIBC Private Wealth Group sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2025, closing a stake of 106 shares — an estimated $12.1K sold.

CIBC Private Wealth Group first reported a position in KBWP in Q1 2024 and held it in 4 quarters. The position peaked at $12.1K in Q4 2024. 61 funds tracked by Wall St. Rank hold KBWP as of Q1 2025.

  • CIBC Private Wealth Group reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q1 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 106 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2025, an estimated $12.1K.
  • CIBC Private Wealth Group first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2024 and held it in 4 quarters.
  • CIBC Private Wealth Group's Invesco KBW Property & Casualty Insurance ETF position peaked at $12.1K in Q4 2024.
  • 61 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2025.

Based on CIBC Private Wealth Group's 13F filing for Q1 2025, filed 14 May 2025.