Flow Traders U.S.’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Flow Traders U.S.’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	–	Sell	-5,015	Closed	-$514K	–	1056
2024 Q2	$514K	Buy	+5,015	New	+$523K	0.03%	534
2023 Q3	–	Sell	-4,246	Closed	-$348K	–	1079
2023 Q2	$348K	Sell	4,246 -4,481	-51%	-$371K	0.02%	604
2023 Q1	$726K	Buy	+8,727	New	+$760K	0.03%	402
2021 Q4	–	Sell	-5,101	Closed	-$388K	–	970
2021 Q3	$388K	Buy	5,101 +1,637	+47%	+$127K	0.02%	767
2021 Q2	$264K	Buy	+3,464	New	+$270K	0.01%	776
2021 Q1	–	Sell	-6,600	Closed	-$451K	–	904
2020 Q4	$451K	Buy	6,600 +3,027	+85%	+$192K	0.03%	416
2020 Q3	$201K	Buy	+3,573	New	+$208K	0.01%	488

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Flow Traders U.S.'s KBWP Position: Q3 2024 in Review

Flow Traders U.S. sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q3 2024, closing a stake of 5,015 shares — an estimated $514K sold.

Flow Traders U.S. first reported a position in KBWP in Q3 2020 and held it in 7 quarters. The position peaked at $726K in Q1 2023. 67 funds tracked by Wall St. Rank hold KBWP as of Q3 2024.

Flow Traders U.S. reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q3 2024 after selling out during the quarter.
Flow Traders U.S. sold 5,015 Invesco KBW Property & Casualty Insurance ETF shares in Q3 2024, an estimated $514K.
Flow Traders U.S. first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q3 2020 and held it in 7 quarters.
Flow Traders U.S.'s Invesco KBW Property & Casualty Insurance ETF position peaked at $726K in Q1 2023.
67 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q3 2024.

Based on Flow Traders U.S.'s 13F filing for Q3 2024, filed 14 Nov 2024.