Cetera Investment Advisers
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Cetera Investment Advisers’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Cetera Investment Advisers’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 		$7.39M Buy
62,098
+8,381
+16% +$1.03M 0.01% 1260
2025
Q4 		$6.84M Buy
53,717
+14,669
+38% +$1.8M 0.01% 1257
2025
Q3 		$4.83M Buy
39,048
+18,741
+92% +$2.25M 0.01% 1427
2025
Q2 		$2.49M Sell
20,307
-82
-0.4% -$9.94K ﹤0.01% 1688
2025
Q1 		$2.54M Buy
20,389
+2,208
+12% +$258K ﹤0.01% 1578
2024
Q4 		$2.11M Buy
18,181
+3,058
+20% +$363K ﹤0.01% 1604
2024
Q3 		$1.75M Buy
15,123
+2,594
+21% +$284K ﹤0.01% 1721
2024
Q2 		$1.28M Buy
12,529
+1,431
+13% +$149K ﹤0.01% 1888
2024
Q1 		$1.2M Buy
11,098
+8,600
+344% +$856K ﹤0.01% 1937
2023
Q4 		$226K Hold
2,498
– – ﹤0.01% 1966
2023
Q3 		$210K Sell
2,498
-121
-5% -$10.1K ﹤0.01% 1963
2023
Q2 		$214K Buy
2,619
+110
+4% +$9.1K ﹤0.01% 1941
2023
Q1 		$209K Buy
+2,509
New +$219K ﹤0.01% 1928
2022
Q3 		– Sell
-2,943
Closed -$239K – 1821
2022
Q2 		$239K Hold
2,943
– – ﹤0.01% 1569
2022
Q1 		$256K Buy
2,943
+125
+4% +$10.3K ﹤0.01% 1564
2021
Q4 		$225K Sell
2,818
-113
-4% -$8.88K ﹤0.01% 1652
2021
Q3 		$223K Sell
2,931
-79
-3% -$6.15K ﹤0.01% 1602
2021
Q2 		$229K Sell
3,010
-63
-2% -$4.91K ﹤0.01% 1585
2021
Q1 		$231K Buy
+3,073
New +$218K ﹤0.01% 1386
2020
Q1 		– Sell
-3,690
Closed -$263K – 590
2019
Q4 		$263K Sell
3,690
-324
-8% -$23K 0.03% 479
2019
Q3 		$298K Hold
4,014
– – 0.04% 410
2019
Q2 		$280K Sell
4,014
-109
-3% -$7.3K 0.04% 401
2019
Q1 		$255K Buy
4,123
+307
+8% +$18.6K 0.04% 402
2018
Q4 		$217K Buy
+3,816
New +$228K 0.04% 407

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers's KBWP Position: Q1 2026 in Review

Cetera Investment Advisers increased its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 16% in Q1 2026, buying an estimated $1.03M and bringing the position to 62,098 shares worth $7.39M. The position accounts for 0.01% of the portfolio, ranked #1260.

Cetera Investment Advisers first reported a position in KBWP in Q4 2018 and has held it in 24 quarters since. 59 funds tracked by Wall St. Rank hold KBWP as of Q1 2026.

  • Cetera Investment Advisers held 62,098 shares of Invesco KBW Property & Casualty Insurance ETF worth $7.39M as of Q1 2026.
  • Cetera Investment Advisers bought 8,381 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2026, an estimated $1.03M.
  • Invesco KBW Property & Casualty Insurance ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1260 holding.
  • Cetera Investment Advisers first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2018 and has held it in 24 quarters since.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.