Fulcrum Equity Management’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Fulcrum Equity 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
2025 Q1	–	Sell	-15,553	Closed	-$1.81M	–	109
2024 Q4	$1.81M	Buy	+15,553	New	+$1.85M	1.79%	9
2024 Q3	–	Sell	-11,886	Closed	-$1.22M	–	150
2024 Q2	$1.22M	Sell	11,886 -1,495	-11%	-$156K	1.09%	21
2024 Q1	$1.44M	Buy	13,381 +266	+2%	+$26.5K	1.7%	11
2023 Q4	$1.19M	Buy	+13,115	New	+$1.16M	1.47%	16

Other funds holding KBWP

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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 New York $871B AUM 31.28% 1-Year Est. Return

Fulcrum Equity Management's KBWP Position: Q1 2025 in Review

Fulcrum Equity Management sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2025, closing a stake of 15,553 shares — an estimated $1.81M sold.

Fulcrum Equity Management first reported a position in KBWP in Q4 2023 and held it in 4 quarters. The position peaked at $1.81M in Q4 2024. 61 funds tracked by Wall St. Rank hold KBWP as of Q1 2025.

Fulcrum Equity Management reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q1 2025 after selling out during the quarter.
Fulcrum Equity Management sold 15,553 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2025, an estimated $1.81M.
Fulcrum Equity Management first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2023 and held it in 4 quarters.
Fulcrum Equity Management's Invesco KBW Property & Casualty Insurance ETF position peaked at $1.81M in Q4 2024.
61 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2025.

Based on Fulcrum Equity Management's 13F filing for Q1 2025, filed 1 May 2025.