Envestnet Asset Management
KBWP icon

Envestnet Asset Management’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Envestnet Asset Management’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 		$2.21M Buy
18,615
+1,620
+10% +$199K ﹤0.01% 2944
2025
Q4 		$2.16M Buy
16,995
+1,257
+8% +$154K ﹤0.01% 2769
2025
Q3 		$1.95M Sell
15,738
-3,000
-16% -$360K ﹤0.01% 2898
2025
Q2 		$2.3M Buy
18,738
+8,955
+92% +$1.09M ﹤0.01% 2726
2025
Q1 		$1.22M Buy
9,783
+1,123
+13% +$131K ﹤0.01% 3073
2024
Q4 		$1.01M Sell
8,660
-132
-2% -$15.7K ﹤0.01% 3170
2024
Q3 		$1.02M Buy
8,792
+2,787
+46% +$305K ﹤0.01% 3126
2024
Q2 		$615K Buy
6,005
+110
+2% +$11.5K ﹤0.01% 3339
2024
Q1 		$635K Sell
5,895
-174
-3% -$17.3K ﹤0.01% 3297
2023
Q4 		$549K Sell
6,069
-122
-2% -$10.8K ﹤0.01% 3280
2023
Q3 		$521K Sell
6,191
-4,003
-39% -$334K ﹤0.01% 3231
2023
Q2 		$835K Buy
10,194
+2,469
+32% +$204K ﹤0.01% 2875
2023
Q1 		$643K Buy
7,725
+3,379
+78% +$294K ﹤0.01% 2981
2022
Q4 		$374K Buy
4,346
+124
+3% +$10.4K ﹤0.01% 3279
2022
Q3 		$311K Sell
4,222
-90
-2% -$7K ﹤0.01% 3316
2022
Q2 		$350K Buy
4,312
+105
+2% +$8.74K ﹤0.01% 3272
2022
Q1 		$366K Buy
+4,207
New +$345K ﹤0.01% 3327
2020
Q1 		– Sell
-9,037
Closed -$645K – 3061
2019
Q4 		$645K Sell
9,037
-31,858
-78% -$2.26M ﹤0.01% 2292
2019
Q3 		$3.02M Buy
40,895
+32,699
+399% +$2.35M ﹤0.01% 1318
2019
Q2 		$572K Buy
+8,196
New +$549K ﹤0.01% 2310
2018
Q3 		– Sell
-89
Closed -$5K – 1959
2018
Q2 		$5K Hold
89
– – ﹤0.01% 2642
2018
Q1 		$6K Sell
89
-95
-52% -$5.73K ﹤0.01% 2577
2017
Q4 		$11K Sell
184
-444
-71% -$26.4K ﹤0.01% 2609
2017
Q3 		$36K Sell
628
-106
-14% -$6.2K ﹤0.01% 2365
2017
Q2 		$42K Hold
734
– – ﹤0.01% 2419
2017
Q1 		$42K Sell
734
-145
-16% -$8.22K ﹤0.01% 2472
2016
Q4 		$49K Sell
879
-1,079
-55% -$56.9K ﹤0.01% 2452
2016
Q3 		$99K Hold
1,958
– – ﹤0.01% 2319
2016
Q2 		$98K Sell
1,958
-130,960
-99% -$6.36M ﹤0.01% 2445
2016
Q1 		$6.53M Sell
132,918
-348,588
-72% -$16.2M 0.03% 493
2015
Q4 		$23.1M Buy
481,506
+460,489
+2,191% +$22.1M 0.11% 176
2015
Q3 		$959K Buy
+21,017
New +$973K ﹤0.01% 1290
2013
Q3 		– Sell
-785
Closed -$27K – 2444
2013
Q2 		$27K Buy
+785
New +$27.6K ﹤0.01% 1341

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

Envestnet Asset Management's KBWP Position: Q1 2026 in Review

Envestnet Asset Management increased its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 9.5% in Q1 2026, buying an estimated $199K and bringing the position to 18,615 shares worth $2.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2944.

Envestnet Asset Management first reported a position in KBWP in Q2 2013 and has held it in 33 quarters since. The position peaked at $23.1M in Q4 2015. 59 funds tracked by Wall St. Rank hold KBWP as of Q1 2026.

  • Envestnet Asset Management held 18,615 shares of Invesco KBW Property & Casualty Insurance ETF worth $2.21M as of Q1 2026.
  • Envestnet Asset Management bought 1,620 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2026, an estimated $199K.
  • Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2944 holding.
  • Envestnet Asset Management first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2013 and has held it in 33 quarters since.
  • Envestnet Asset Management's Invesco KBW Property & Casualty Insurance ETF position peaked at $23.1M in Q4 2015.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.