LDB
KBWP icon

Lee, Danner & Bass’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Lee, Danner & Bass’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
-100
Closed -$11.6K – 488
2024
Q4 		$11.6K Buy
+100
New +$11.9K ﹤0.01% 521

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
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lee, Danner & Bass's KBWP Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2025, closing a stake of 100 shares — an estimated $11.6K sold.

Lee, Danner & Bass first reported a position in KBWP in Q4 2024 and held it in 1 quarter. The position peaked at $11.6K in Q4 2024. 61 funds tracked by Wall St. Rank hold KBWP as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 100 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2025, an estimated $11.6K.
  • Lee, Danner & Bass first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Invesco KBW Property & Casualty Insurance ETF position peaked at $11.6K in Q4 2024.
  • 61 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.