Commonwealth Equity Services
KBWP icon

Commonwealth Equity Services’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Commonwealth Equity Services’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 		$291K Sell
2,442
-581
-19% -$71.4K ﹤0.01% 3669
2025
Q4 		$385K Sell
3,023
-5,074
-63% -$622K ﹤0.01% 3425
2025
Q3 		$1M Sell
8,097
-39
-0.5% -$4.68K ﹤0.01% 2578
2025
Q2 		$999K Buy
8,136
+995
+14% +$121K ﹤0.01% 2558
2025
Q1 		$890K Buy
7,141
+121
+2% +$14.1K ﹤0.01% 2555
2024
Q4 		$815K Buy
7,020
+241
+4% +$28.6K ﹤0.01% 2556
2024
Q3 		$783K Sell
6,779
-951
-12% -$104K ﹤0.01% 2529
2024
Q2 		$792K Sell
7,730
-1,116
-13% -$116K ﹤0.01% 2456
2024
Q1 		$953K Buy
8,846
+244
+3% +$24.3K ﹤0.01% 2283
2023
Q4 		$779K Sell
8,602
-205
-2% -$18.2K ﹤0.01% 2347
2023
Q3 		$741K Sell
8,807
-271
-3% -$22.6K ﹤0.01% 2282
2023
Q2 		$743K Sell
9,078
-2,493
-22% -$206K ﹤0.01% 2319
2023
Q1 		$963 Sell
11,571
-2,754
-19% -$240K ﹤0.01% 2074
2022
Q4 		$1.23M Sell
14,325
-3,125
-18% -$261K ﹤0.01% 1823
2022
Q3 		$1.28M Sell
17,450
-4,137
-19% -$322K ﹤0.01% 1724
2022
Q2 		$1.75M Sell
21,587
-2,517
-10% -$209K ﹤0.01% 1511
2022
Q1 		$2.1M Buy
24,104
+188
+0.8% +$15.4K ﹤0.01% 1476
2021
Q4 		$1.91M Sell
23,916
-4,437
-16% -$349K ﹤0.01% 1525
2021
Q3 		$2.16M Buy
28,353
+958
+3% +$74.6K 0.01% 1382
2021
Q2 		$2.09M Buy
27,395
+2,136
+8% +$166K 0.01% 1392
2021
Q1 		$1.9M Buy
25,259
+2,711
+12% +$193K 0.01% 1356
2020
Q4 		$1.54M Buy
22,548
+1,770
+9% +$112K ﹤0.01% 1377
2020
Q3 		$1.17M Buy
20,778
+1,290
+7% +$75.2K ﹤0.01% 1399
2020
Q2 		$1.09M Sell
19,488
-3,590
-16% -$194K ﹤0.01% 1372
2020
Q1 		$1.23M Buy
23,078
+7,244
+46% +$481K 0.01% 1154
2019
Q4 		$1.13M Buy
15,834
+344
+2% +$24.4K ﹤0.01% 1350
2019
Q3 		$1.15M Buy
15,490
+3,134
+25% +$225K ﹤0.01% 1283
2019
Q2 		$862K Buy
12,356
+1,801
+17% +$121K ﹤0.01% 1438
2019
Q1 		$653K Buy
10,555
+2,362
+29% +$143K ﹤0.01% 1573
2018
Q4 		$463K Buy
8,193
+2,148
+36% +$128K ﹤0.01% 1698
2018
Q3 		$385K Buy
6,045
+1,378
+30% +$86.4K ﹤0.01% 1974
2018
Q2 		$278K Buy
+4,667
New +$286K ﹤0.01% 2187

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

Commonwealth Equity Services's KBWP Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 19% in Q1 2026, selling an estimated $71.4K and leaving 2,442 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #3669.

Commonwealth Equity Services first reported a position in KBWP in Q2 2018 and has held it in 32 quarters since. The position peaked at $2.16M in Q3 2021. 59 funds tracked by Wall St. Rank hold KBWP as of Q1 2026.

  • Commonwealth Equity Services held 2,442 shares of Invesco KBW Property & Casualty Insurance ETF worth $291K as of Q1 2026.
  • Commonwealth Equity Services sold 581 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2026, an estimated $71.4K.
  • Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3669 holding.
  • Commonwealth Equity Services first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2018 and has held it in 32 quarters since.
  • Commonwealth Equity Services's Invesco KBW Property & Casualty Insurance ETF position peaked at $2.16M in Q3 2021.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.