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Brinker Capital Investments’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Brinker Capital Investments’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 		$464K Sell
3,896
-1,914
-33% -$235K ﹤0.01% 1497
2025
Q4 		$740K Buy
5,810
+3,798
+189% +$466K 0.01% 1398
2025
Q3 		$249K Buy
+2,012
New +$242K ﹤0.01% 1861

Other funds holding KBWP

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
MA
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
RFS
RM Financial Services Falmouth, Maine $116M AUM
Raymond James Financial
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

Brinker Capital Investments's KBWP Position: Q1 2026 in Review

Brinker Capital Investments reduced its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 33% in Q1 2026, selling an estimated $235K and leaving 3,896 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Brinker Capital Investments first reported a position in KBWP in Q3 2025 and has held it in 3 quarters since. The position peaked at $740K in Q4 2025. 59 funds tracked by Wall St. Rank hold KBWP as of Q1 2026.

  • Brinker Capital Investments held 3,896 shares of Invesco KBW Property & Casualty Insurance ETF worth $464K as of Q1 2026.
  • Brinker Capital Investments sold 1,914 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2026, an estimated $235K.
  • Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #1497 holding.
  • Brinker Capital Investments first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q3 2025 and has held it in 3 quarters since.
  • Brinker Capital Investments's Invesco KBW Property & Casualty Insurance ETF position peaked at $740K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.