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 Q2	$6.67K	Buy	53 +1	+2%	+$120	﹤0.01%	1169
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 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

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RFS

RM Financial Services Falmouth, Maine $135M AUM

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

CVA Family Office's KBWP Position: Q2 2026 in Review

CVA Family Office increased its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 1.9% in Q2 2026, buying an estimated $120 and bringing the position to 53 shares worth $6.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

CVA Family Office first reported a position in KBWP in Q1 2020 and has held it in 25 quarters since. The position peaked at $38K in Q4 2020. 59 funds tracked by Wall St. Rank hold KBWP as of Q2 2026.

CVA Family Office held 53 shares of Invesco KBW Property & Casualty Insurance ETF worth $6.67K as of Q2 2026.
CVA Family Office bought 1 Invesco KBW Property & Casualty Insurance ETF share in Q2 2026, an estimated $120.
Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1169 holding.
CVA Family Office first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2020 and has held it in 25 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 Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.