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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
Q2 		– Sell
-3,896
Closed -$464K – 2026
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 $445B AUM 25.58% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RFS
RM Financial Services Falmouth, Maine $135M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Brinker Capital Investments's KBWP Position: Q2 2026 in Review

Brinker Capital Investments sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q2 2026, closing a stake of 3,896 shares — an estimated $464K sold.

Brinker Capital Investments first reported a position in KBWP in Q3 2025 and held it in 3 quarters. The position peaked at $740K in Q4 2025. 59 funds tracked by Wall St. Rank hold KBWP as of Q2 2026.

  • Brinker Capital Investments reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q2 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 3,896 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2026, an estimated $464K.
  • Brinker Capital Investments first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q3 2025 and held it in 3 quarters.
  • 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 Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.