EH
KBWP icon

Equitable Holdings’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Equitable Holdings’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
Q4 		– Sell
-12,283
Closed -$1.03M – 1154
2023
Q3 		$1.03M Buy
12,283
+6,044
+97% +$504K 0.01% 533
2023
Q2 		$511K Buy
+6,239
New +$516K 0.01% 697

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
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $117M AUM 34.04% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Equitable Holdings's KBWP Position: Q4 2023 in Review

Equitable Holdings sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q4 2023, closing a stake of 12,283 shares — an estimated $1.03M sold.

Equitable Holdings first reported a position in KBWP in Q2 2023 and held it in 2 quarters. The position peaked at $1.03M in Q3 2023. 52 funds tracked by Wall St. Rank hold KBWP as of Q4 2023.

  • Equitable Holdings reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q4 2023 after selling out during the quarter.
  • Equitable Holdings sold 12,283 Invesco KBW Property & Casualty Insurance ETF shares in Q4 2023, an estimated $1.03M.
  • Equitable Holdings first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2023 and held it in 2 quarters.
  • Equitable Holdings's Invesco KBW Property & Casualty Insurance ETF position peaked at $1.03M in Q3 2023.
  • 52 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q4 2023.

Based on Equitable Holdings's 13F filing for Q4 2023, filed 13 Feb 2024.