Truist Financial’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Truist Financial’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	-25,361	Closed	-$2.94M	–	2602
2024 Q4	$2.94M	Buy	25,361 +151	+0.6%	+$17.9K	﹤0.01%	1065
2024 Q3	$2.91M	Buy	+25,210	New	+$2.76M	﹤0.01%	1072
2023 Q3	–	Sell	-25,181	Closed	-$2.06M	–	2632
2023 Q2	$2.06M	Buy	25,181 +155	+0.6%	+$12.8K	﹤0.01%	1255
2023 Q1	$2.08M	Buy	25,026 +183	+0.7%	+$15.9K	﹤0.01%	1212
2022 Q4	$2.14M	Sell	24,843 -1,891	-7%	-$158K	﹤0.01%	1181
2022 Q3	$1.97M	Buy	26,734 +842	+3%	+$65.5K	﹤0.01%	1182
2022 Q2	$2.1M	Buy	+25,892	New	+$2.15M	﹤0.01%	1194

Other funds holding KBWP

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Truist Financial's KBWP Position: Q1 2025 in Review

Truist Financial sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2025, closing a stake of 25,361 shares — an estimated $2.94M sold.

Truist Financial first reported a position in KBWP in Q2 2022 and held it in 7 quarters. The position peaked at $2.94M in Q4 2024. 61 funds tracked by Wall St. Rank hold KBWP as of Q1 2025.

Truist Financial reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q1 2025 after selling out during the quarter.
Truist Financial sold 25,361 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2025, an estimated $2.94M.
Truist Financial first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2022 and held it in 7 quarters.
Truist Financial's Invesco KBW Property & Casualty Insurance ETF position peaked at $2.94M in Q4 2024.
61 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2025.

Based on Truist Financial's 13F filing for Q1 2025, filed 29 Apr 2025.