Carr Financial Group’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Carr Financial Group’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
2025 Q4	–	Sell	-2,458	Closed	-$304K	–	196
2025 Q3	$304K	Sell	2,458 -2,090	-46%	-$251K	0.08%	144
2025 Q2	$559K	Buy	4,548 +1,929	+74%	+$234K	0.16%	88
2025 Q1	$326K	Buy	2,619 +396	+18%	+$46.2K	0.11%	125
2024 Q4	$258K	Buy	+2,223	New	+$264K	0.08%	160
2024 Q2	–	Sell	-2,252	Closed	-$243K	–	192
2024 Q1	$243K	Sell	2,252 -926	-29%	-$92.2K	0.08%	165
2023 Q4	$288K	Sell	3,178 -829	-21%	-$73.4K	0.11%	133
2023 Q3	$356K	Sell	4,007 -338	-8%	-$28.2K	0.14%	107
2023 Q2	$356K	Sell	4,345 -1,761	-29%	-$146K	0.14%	118
2023 Q1	$508K	Sell	6,106 -3,141	-34%	-$274K	0.22%	85
2022 Q4	$796K	Buy	+9,247	New	+$773K	0.42%	51

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

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carr Financial Group's KBWP Position: Q4 2025 in Review

Carr Financial Group sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q4 2025, closing a stake of 2,458 shares — an estimated $304K sold.

Carr Financial Group first reported a position in KBWP in Q4 2022 and held it in 10 quarters. The position peaked at $796K in Q4 2022. 57 funds tracked by Wall St. Rank hold KBWP as of Q4 2025.

Carr Financial Group reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q4 2025 after selling out during the quarter.
Carr Financial Group sold 2,458 Invesco KBW Property & Casualty Insurance ETF shares in Q4 2025, an estimated $304K.
Carr Financial Group first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2022 and held it in 10 quarters.
Carr Financial Group's Invesco KBW Property & Casualty Insurance ETF position peaked at $796K in Q4 2022.
57 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q4 2025.

Based on Carr Financial Group's 13F filing for Q4 2025, filed 9 Jan 2026.