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

Allworth 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
Q3 		– Sell
-2
Closed -$246 – 4982
2025
Q2 		$246 Sell
2
-1
-33% -$121 ﹤0.01% 4284
2025
Q1 		$357 Buy
+3
New +$350 ﹤0.01% 3764

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
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
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Allworth Financial's KBWP Position: Q3 2025 in Review

Allworth Financial sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q3 2025, closing a stake of 2 shares — an estimated $246 sold.

Allworth Financial first reported a position in KBWP in Q1 2025 and held it in 2 quarters. The position peaked at $357 in Q1 2025. 67 funds tracked by Wall St. Rank hold KBWP as of Q3 2025.

  • Allworth Financial reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q3 2025 after selling out during the quarter.
  • Allworth Financial sold 2 Invesco KBW Property & Casualty Insurance ETF shares in Q3 2025, an estimated $246.
  • Allworth Financial first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2025 and held it in 2 quarters.
  • Allworth Financial's Invesco KBW Property & Casualty Insurance ETF position peaked at $357 in Q1 2025.
  • 67 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.