Atria Wealth Solutions’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Atria Wealth Solutions’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	-2,033	Closed	-$253K	–	1714
2025 Q1	$253K	Buy	2,033 +306	+18%	+$35.7K	﹤0.01%	1579
2024 Q4	$200K	Sell	1,727 -236	-12%	-$28K	﹤0.01%	1835
2024 Q3	$227K	Buy	+1,963	New	+$215K	﹤0.01%	1695
2023 Q4	–	Sell	-3,471	Closed	-$292K	–	1985
2023 Q3	$292K	Sell	3,471 -384	-10%	-$32K	﹤0.01%	1430
2023 Q2	$316K	Buy	3,855 +1,195	+45%	+$98.9K	﹤0.01%	1403
2023 Q1	$221K	Buy	+2,660	New	+$232K	﹤0.01%	1609
2022 Q2	–	Sell	-3,179	Closed	-$277K	–	1773
2022 Q1	$277K	Buy	+3,179	New	+$261K	﹤0.01%	1359

Other funds holding KBWP

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Atria Wealth Solutions's KBWP Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q2 2025, closing a stake of 2,033 shares — an estimated $253K sold.

Atria Wealth Solutions first reported a position in KBWP in Q1 2022 and held it in 7 quarters. The position peaked at $316K in Q2 2023. 68 funds tracked by Wall St. Rank hold KBWP as of Q2 2025.

Atria Wealth Solutions reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 2,033 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2025, an estimated $253K.
Atria Wealth Solutions first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2022 and held it in 7 quarters.
Atria Wealth Solutions's Invesco KBW Property & Casualty Insurance ETF position peaked at $316K in Q2 2023.
68 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.