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Belpointe Asset Management’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Belpointe Asset 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
-4,158
Closed -$529K – 1139
2025
Q4 		$529K Sell
4,158
-17
-0.4% -$2.08K 0.02% 637
2025
Q3 		$516K Buy
4,175
+25
+0.6% +$3K 0.02% 617
2025
Q2 		$510K Sell
4,150
-78
-2% -$9.45K 0.02% 568
2025
Q1 		$527K Buy
+4,228
New +$493K 0.03% 553

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
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
RFS
RM Financial Services Falmouth, Maine $135M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Belpointe Asset Management's KBWP Position: Q1 2026 in Review

Belpointe Asset Management sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2026, closing a stake of 4,158 shares — an estimated $529K sold.

Belpointe Asset Management first reported a position in KBWP in Q1 2025 and held it in 4 quarters. The position peaked at $529K in Q4 2025. 59 funds tracked by Wall St. Rank hold KBWP as of Q1 2026.

  • Belpointe Asset Management reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q1 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 4,158 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2026, an estimated $529K.
  • Belpointe Asset Management first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2025 and held it in 4 quarters.
  • Belpointe Asset Management's Invesco KBW Property & Casualty Insurance ETF position peaked at $529K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.