Elevate Capital Advisors’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Elevate Capital Advisors’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	$211K	Sell	1,663 -1,363	-45%	-$164K	0.12%	77
2026 Q1	$360K	Sell	3,026 -583	-16%	-$71.6K	0.23%	61
2025 Q4	$459K	Sell	3,609 -24,794	-87%	-$3.04M	0.3%	61
2025 Q3	$3.51M	Buy	28,403 +4,295	+18%	+$516K	2.45%	13
2025 Q2	$2.96M	Buy	24,108 +9,756	+68%	+$1.18M	2.36%	10
2025 Q1	$1.79M	Buy	14,352 +3,119	+28%	+$364K	1.65%	25
2024 Q4	$1.3M	Buy	+11,233	New	+$1.33M	1.15%	38

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

Elevate Capital Advisors's KBWP Position: Q2 2026 in Review

Elevate Capital Advisors reduced its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 45% in Q2 2026, selling an estimated $164K and leaving 1,663 shares worth $211K. The position accounts for 0.12% of the portfolio, ranked #77.

Elevate Capital Advisors first reported a position in KBWP in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.51M in Q3 2025. 59 funds tracked by Wall St. Rank hold KBWP as of Q2 2026.

Elevate Capital Advisors held 1,663 shares of Invesco KBW Property & Casualty Insurance ETF worth $211K as of Q2 2026.
Elevate Capital Advisors sold 1,363 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2026, an estimated $164K.
Invesco KBW Property & Casualty Insurance ETF made up 0.12% of Elevate Capital Advisors's portfolio in Q2 2026, its #77 holding.
Elevate Capital Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2024 and has held it in 7 quarters since.
Elevate Capital Advisors's Invesco KBW Property & Casualty Insurance ETF position peaked at $3.51M in Q3 2025.
59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2026.

Based on Elevate Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.