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Freedom Investment Management’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Freedom Investment Management’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
-23,665
Closed -$2.73M – 793
2024
Q3 		$2.73M Buy
+23,665
New +$2.59M 0.22% 80

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KWM
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MA
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Bank of America
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Ameriprise
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Freedom Investment Management's KBWP Position: Q4 2024 in Review

Freedom Investment Management sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q4 2024, closing a stake of 23,665 shares — an estimated $2.73M sold.

Freedom Investment Management first reported a position in KBWP in Q3 2024 and held it in 1 quarter. The position peaked at $2.73M in Q3 2024. 75 funds tracked by Wall St. Rank hold KBWP as of Q4 2024.

  • Freedom Investment Management reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q4 2024 after selling out during the quarter.
  • Freedom Investment Management sold 23,665 Invesco KBW Property & Casualty Insurance ETF shares in Q4 2024, an estimated $2.73M.
  • Freedom Investment Management first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q3 2024 and held it in 1 quarter.
  • Freedom Investment Management's Invesco KBW Property & Casualty Insurance ETF position peaked at $2.73M in Q3 2024.
  • 75 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q4 2024.

Based on Freedom Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.