AE Wealth Management’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

AE Wealth Management’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 Q1	–	Sell	-134	Closed	-$17.1K	–	2653
2025 Q4	$17.1K	Hold	134	–	–	﹤0.01%	2058
2025 Q3	$16.6K	Buy	+134	New	+$16.1K	﹤0.01%	1927
2020 Q2	–	Sell	-13,120	Closed	-$697K	–	1311
2020 Q1	$697K	Buy	13,120 +3,231	+33%	+$215K	0.02%	579
2019 Q4	$706K	Buy	9,889 +5,214	+112%	+$370K	0.02%	622
2019 Q3	$346K	Buy	+4,675	New	+$336K	0.01%	728

Other funds holding KBWP

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

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

RFS

RM Financial Services Falmouth, Maine $116M AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

AE Wealth Management's KBWP Position: Q1 2026 in Review

AE Wealth Management sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2026, closing a stake of 134 shares — an estimated $17.1K sold.

AE Wealth Management first reported a position in KBWP in Q3 2019 and held it in 5 quarters. The position peaked at $706K in Q4 2019. 59 funds tracked by Wall St. Rank hold KBWP as of Q1 2026.

AE Wealth Management reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q1 2026 after selling out during the quarter.
AE Wealth Management sold 134 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2026, an estimated $17.1K.
AE Wealth Management first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q3 2019 and held it in 5 quarters.
AE Wealth Management's Invesco KBW Property & Casualty Insurance ETF position peaked at $706K in Q4 2019.
59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.