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Matthew Hamilton Rosenberg’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Matthew Hamilton Rosenberg’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
Q2 		– Sell
-77
Closed -$9.59K – 848
2025
Q1 		$9.59K Buy
+77
New +$8.99K ﹤0.01% 635

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

Matthew Hamilton Rosenberg's KBWP Position: Q2 2025 in Review

Matthew Hamilton Rosenberg sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q2 2025, closing a stake of 77 shares — an estimated $9.59K sold.

Matthew Hamilton Rosenberg first reported a position in KBWP in Q1 2025 and held it in 1 quarter. The position peaked at $9.59K in Q1 2025. 68 funds tracked by Wall St. Rank hold KBWP as of Q2 2025.

  • Matthew Hamilton Rosenberg reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q2 2025 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 77 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2025, an estimated $9.59K.
  • Matthew Hamilton Rosenberg first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2025 and held it in 1 quarter.
  • Matthew Hamilton Rosenberg's Invesco KBW Property & Casualty Insurance ETF position peaked at $9.59K in Q1 2025.
  • 68 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2025.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2025, filed 28 Jul 2025.