Cambridge Investment Research Advisors
KBWP icon

Cambridge Investment Research Advisors’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Cambridge Investment Research Advisors’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 		$658K Sell
5,189
-1,014
-16% -$122K ﹤0.01% 2707
2026
Q1 		$738K Buy
6,203
+83
+1% +$10.2K ﹤0.01% 2444
2025
Q4 		$779K Sell
6,120
-139
-2% -$17.1K ﹤0.01% 2310
2025
Q3 		$774K Sell
6,259
-1,829
-23% -$220K ﹤0.01% 2263
2025
Q2 		$993K Buy
8,088
+2,926
+57% +$355K ﹤0.01% 1951
2025
Q1 		$643K Sell
5,162
-2,160
-30% -$252K ﹤0.01% 2206
2024
Q4 		$850K Buy
7,322
+404
+6% +$47.9K ﹤0.01% 1995
2024
Q3 		$799K Buy
6,918
+3,409
+97% +$374K ﹤0.01% 2039
2024
Q2 		$359K Buy
3,509
+46
+1% +$4.8K ﹤0.01% 2565
2024
Q1 		$373K Buy
3,463
+1,105
+47% +$110K ﹤0.01% 2531
2023
Q4 		$213K Sell
2,358
-60
-2% -$5.32K ﹤0.01% 2852
2023
Q3 		$203K Sell
2,418
-3,037
-56% -$253K ﹤0.01% 2804
2023
Q2 		$447K Sell
5,455
-2,034
-27% -$168K ﹤0.01% 2217
2023
Q1 		$623K Buy
7,489
+1,921
+35% +$167K ﹤0.01% 1937
2022
Q4 		$479K Buy
5,568
+1,344
+32% +$112K ﹤0.01% 2048
2022
Q3 		$311K Buy
4,224
+545
+15% +$42.4K ﹤0.01% 2332
2022
Q2 		$298K Sell
3,679
-27,387
-88% -$2.28M ﹤0.01% 2397
2022
Q1 		$2.71M Buy
+31,066
New +$2.55M 0.01% 974
2018
Q1 		– Sell
-3,688
Closed -$219K – 2194
2017
Q4 		$219K Buy
+3,688
New +$219K ﹤0.01% 1865

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

Cambridge Investment Research Advisors's KBWP Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 16% in Q2 2026, selling an estimated $122K and leaving 5,189 shares worth $658K. The position accounts for ﹤0.01% of the portfolio, ranked #2707.

Cambridge Investment Research Advisors first reported a position in KBWP in Q4 2017 and has held it in 19 quarters since. The position peaked at $2.71M in Q1 2022. 59 funds tracked by Wall St. Rank hold KBWP as of Q2 2026.

  • Cambridge Investment Research Advisors held 5,189 shares of Invesco KBW Property & Casualty Insurance ETF worth $658K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 1,014 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2026, an estimated $122K.
  • Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2707 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2017 and has held it in 19 quarters since.
  • Cambridge Investment Research Advisors's Invesco KBW Property & Casualty Insurance ETF position peaked at $2.71M in Q1 2022.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.