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CVA Family Office’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

CVA Family Office’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 		$6.23K Hold
52
– – ﹤0.01% 1157
2025
Q4 		$6.61K Hold
52
– – ﹤0.01% 852
2025
Q3 		$6.39K Hold
52
– – ﹤0.01% 859
2025
Q2 		$6.33K Buy
52
+1
+2% +$121 ﹤0.01% 856
2025
Q1 		$6.4K Hold
51
– – ﹤0.01% 866
2024
Q4 		$5.93K Hold
51
– – ﹤0.01% 859
2024
Q3 		$5.87K Hold
51
– – ﹤0.01% 830
2024
Q2 		$5.19K Buy
51
+1
+2% +$104 ﹤0.01% 823
2024
Q1 		$5.44K Hold
50
– – ﹤0.01% 824
2023
Q4 		$4.55K Buy
+50
New +$4.43K ﹤0.01% 830
2023
Q3 		– Sell
-250
Closed -$20.5K – 614
2023
Q2 		$20.5K Hold
250
– – ﹤0.01% 609
2023
Q1 		$20.8K Hold
250
– – ﹤0.01% 588
2022
Q4 		$21.5K Hold
250
– – 0.01% 548
2022
Q3 		$18K Hold
250
– – ﹤0.01% 546
2022
Q2 		$20K Hold
250
– – 0.01% 544
2022
Q1 		$22K Hold
250
– – 0.01% 542
2021
Q4 		$20K Sell
250
-100
-29% -$7.86K 0.01% 526
2021
Q3 		$20K Hold
350
– – 0.01% 260
2021
Q2 		$27K Hold
350
– – 0.01% 463
2021
Q1 		$26K Sell
350
-200
-36% -$14.2K 0.01% 359
2020
Q4 		$38K Buy
550
+200
+57% +$12.7K 0.02% 222
2020
Q3 		$20K Buy
350
+100
+40% +$5.83K 0.01% 260
2020
Q2 		$14K Hold
250
– – 0.01% 243
2020
Q1 		$13K Buy
+250
New +$16.6K 0.01% 229

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

CVA Family Office's KBWP Position: Q1 2026 in Review

CVA Family Office held its Invesco KBW Property & Casualty Insurance ETF (KBWP) position steady in Q1 2026 at 52 shares worth $6.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

CVA Family Office first reported a position in KBWP in Q1 2020 and has held it in 24 quarters since. The position peaked at $38K in Q4 2020. 59 funds tracked by Wall St. Rank hold KBWP as of Q1 2026.

  • CVA Family Office held 52 shares of Invesco KBW Property & Casualty Insurance ETF worth $6.23K as of Q1 2026.
  • CVA Family Office left its Invesco KBW Property & Casualty Insurance ETF share count unchanged in Q1 2026.
  • Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1157 holding.
  • CVA Family Office first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2020 and has held it in 24 quarters since.
  • CVA Family Office's Invesco KBW Property & Casualty Insurance ETF position peaked at $38K in Q4 2020.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.