AF
KBWP icon

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

Advisornet 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
2026
Q2 		$73.2K Sell
577
-48
-8% -$5.78K ﹤0.01% 986
2026
Q1 		$74.4K Buy
625
+5
+0.8% +$614 ﹤0.01% 919
2025
Q4 		$78.9K Buy
620
+2
+0.3% +$245 ﹤0.01% 900
2025
Q3 		$76.4K Buy
618
+2
+0.3% +$240 ﹤0.01% 882
2025
Q2 		$75.6K Sell
616
-725
-54% -$87.8K ﹤0.01% 847
2025
Q1 		$167K Buy
1,341
+7
+0.5% +$817 0.01% 595
2024
Q4 		$155K Buy
1,334
+8
+0.6% +$949 0.01% 566
2024
Q3 		$153K Buy
1,326
+3
+0.2% +$329 0.01% 588
2024
Q2 		$135K Buy
1,323
+104
+9% +$10.9K 0.01% 566
2024
Q1 		$131K Buy
1,219
+6
+0.5% +$597 0.01% 564
2023
Q4 		$110K Buy
1,213
+5
+0.4% +$443 0.01% 615
2023
Q3 		$102K Buy
1,208
+5
+0.4% +$417 0.01% 609
2023
Q2 		$98.5K Buy
1,203
+5
+0.4% +$414 0.01% 657
2023
Q1 		$99.7K Buy
1,198
+6
+0.5% +$523 0.01% 621
2022
Q4 		$103K Buy
1,192
+6
+0.5% +$502 0.01% 618
2022
Q3 		$87K Sell
1,186
-308
-21% -$23.9K 0.01% 692
2022
Q2 		$121K Buy
1,494
+7
+0.5% +$583 0.01% 617
2022
Q1 		$129K Buy
1,487
+17
+1% +$1.4K 0.01% 665
2021
Q4 		$117K Buy
1,470
+11
+0.8% +$865 0.01% 744
2021
Q3 		$111K Buy
1,459
+8
+0.6% +$623 0.01% 752
2021
Q2 		$111K Sell
1,451
-505
-26% -$39.4K 0.01% 750
2021
Q1 		$147K Buy
1,956
+11
+0.6% +$781 0.01% 642
2020
Q4 		$133K Buy
1,945
+7
+0.4% +$443 0.01% 608
2020
Q3 		$109K Buy
1,938
+10
+0.5% +$583 0.01% 645
2020
Q2 		$108K Sell
1,928
-176
-8% -$9.5K 0.01% 650
2020
Q1 		$112K Buy
2,104
+11
+0.5% +$731 0.01% 587
2019
Q4 		$149K Buy
2,093
+1,393
+199% +$98.8K 0.01% 578
2019
Q3 		$52K Buy
+700
New +$50.3K ﹤0.01% 890

Other funds holding KBWP

LPL Financial
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
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RFS
RM Financial Services Falmouth, Maine $135M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Advisornet Financial's KBWP Position: Q2 2026 in Review

Advisornet Financial reduced its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 7.7% in Q2 2026, selling an estimated $5.78K and leaving 577 shares worth $73.2K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Advisornet Financial first reported a position in KBWP in Q3 2019 and has held it in 28 quarters since. The position peaked at $167K in Q1 2025. 59 funds tracked by Wall St. Rank hold KBWP as of Q2 2026.

  • Advisornet Financial held 577 shares of Invesco KBW Property & Casualty Insurance ETF worth $73.2K as of Q2 2026.
  • Advisornet Financial sold 48 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2026, an estimated $5.78K.
  • Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #986 holding.
  • Advisornet Financial first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q3 2019 and has held it in 28 quarters since.
  • Advisornet Financial's Invesco KBW Property & Casualty Insurance ETF position peaked at $167K in Q1 2025.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.