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 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 $377B AUM 19.32% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

RFS

RM Financial Services Falmouth, Maine $116M AUM

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

Elevate Capital Advisors's KBWP Position: Q1 2026 in Review

Elevate Capital Advisors reduced its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 16% in Q1 2026, selling an estimated $71.6K and leaving 3,026 shares worth $360K. The position accounts for 0.23% of the portfolio, ranked #61.

Elevate Capital Advisors first reported a position in KBWP in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.51M in Q3 2025. 59 funds tracked by Wall St. Rank hold KBWP as of Q1 2026.

Elevate Capital Advisors held 3,026 shares of Invesco KBW Property & Casualty Insurance ETF worth $360K as of Q1 2026.
Elevate Capital Advisors sold 583 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2026, an estimated $71.6K.
Invesco KBW Property & Casualty Insurance ETF made up 0.23% of Elevate Capital Advisors's portfolio in Q1 2026, its #61 holding.
Elevate Capital Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2024 and has held it in 6 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 Q1 2026.

Based on Elevate Capital Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.