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Avantax Advisory Services’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Avantax Advisory Services’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 		$2.18M Buy
17,744
+9,470
+114% +$1.15M 0.01% 759
2025
Q1 		$1.03M Buy
+8,274
New +$966K 0.01% 1075

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
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

Avantax Advisory Services's KBWP Position: Q2 2025 in Review

Avantax Advisory Services increased its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 114% in Q2 2025, buying an estimated $1.15M and bringing the position to 17,744 shares worth $2.18M. The position accounts for 0.01% of the portfolio, ranked #759.

Avantax Advisory Services first reported a position in KBWP in Q1 2025 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold KBWP as of Q2 2025.

  • Avantax Advisory Services held 17,744 shares of Invesco KBW Property & Casualty Insurance ETF worth $2.18M as of Q2 2025.
  • Avantax Advisory Services bought 9,470 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2025, an estimated $1.15M.
  • Invesco KBW Property & Casualty Insurance ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #759 holding.
  • Avantax Advisory Services first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2025 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.