Janney Montgomery Scott’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Janney Montgomery Scott’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	-13,293	Closed	-$1.54M	–	2772
2024 Q4	$1.54M	Buy	+13,293	New	+$1.58M	﹤0.01%	1294
2024 Q2	–	Sell	-5,933	Closed	-$639K	–	2726
2024 Q1	$639K	Buy	5,933 +1,231	+26%	+$123K	﹤0.01%	1795
2023 Q4	$426K	Buy	+4,702	New	+$417K	﹤0.01%	2015
2019 Q1	–	Sell	-3,821	Closed	-$216K	–	2043
2018 Q4	$216K	Hold	3,821	–	–	﹤0.01%	1731
2018 Q3	$244K	Buy	+3,821	New	+$239K	﹤0.01%	1825
2016 Q2	–	Sell	-7,663	Closed	-$376K	–	949
2016 Q1	$376K	Buy	+7,663	New	+$357K	0.01%	873

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

Janney Montgomery Scott's KBWP Position: Q1 2025 in Review

Janney Montgomery Scott sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2025, closing a stake of 13,293 shares — an estimated $1.54M sold.

Janney Montgomery Scott first reported a position in KBWP in Q1 2016 and held it in 6 quarters. The position peaked at $1.54M in Q4 2024. 61 funds tracked by Wall St. Rank hold KBWP as of Q1 2025.

Janney Montgomery Scott reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q1 2025 after selling out during the quarter.
Janney Montgomery Scott sold 13,293 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2025, an estimated $1.54M.
Janney Montgomery Scott first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2016 and held it in 6 quarters.
Janney Montgomery Scott's Invesco KBW Property & Casualty Insurance ETF position peaked at $1.54M in Q4 2024.
61 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2025.

Based on Janney Montgomery Scott's 13F filing for Q1 2025, filed 17 Apr 2025.