BOK Financial Private Wealth’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

BOK Financial Private Wealth’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	$17.8K	Hold	150	–	–	﹤0.01%	319
2025 Q4	$19.1K	Hold	150	–	–	﹤0.01%	356
2025 Q3	$18.6K	Hold	150	–	–	﹤0.01%	308
2025 Q2	$18.4K	Hold	150	–	–	﹤0.01%	327
2025 Q1	$18.7K	Hold	150	–	–	﹤0.01%	347
2024 Q4	$17.4K	Hold	150	–	–	﹤0.01%	340
2024 Q3	$17.3K	Hold	150	–	–	﹤0.01%	351
2024 Q2	$15.4K	Hold	150	–	–	﹤0.01%	355
2024 Q1	$16.2K	Hold	150	–	–	﹤0.01%	340
2023 Q4	$13.6K	Hold	150	–	–	﹤0.01%	344
2023 Q3	$12.6K	Hold	150	–	–	﹤0.01%	315
2023 Q2	$12.3K	Hold	150	–	–	﹤0.01%	307
2023 Q1	$12.5K	Buy	+150	New	+$13.1K	﹤0.01%	335

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

BOK Financial Private Wealth's KBWP Position: Q1 2026 in Review

BOK Financial Private Wealth held its Invesco KBW Property & Casualty Insurance ETF (KBWP) position steady in Q1 2026 at 150 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

BOK Financial Private Wealth first reported a position in KBWP in Q1 2023 and has held it in 13 quarters since. The position peaked at $19.1K in Q4 2025. 59 funds tracked by Wall St. Rank hold KBWP as of Q1 2026.

BOK Financial Private Wealth held 150 shares of Invesco KBW Property & Casualty Insurance ETF worth $17.8K as of Q1 2026.
BOK Financial Private Wealth left its Invesco KBW Property & Casualty Insurance ETF share count unchanged in Q1 2026.
Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #319 holding.
BOK Financial Private Wealth first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2023 and has held it in 13 quarters since.
BOK Financial Private Wealth's Invesco KBW Property & Casualty Insurance ETF position peaked at $19.1K in Q4 2025.
59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.