Global Retirement Partners’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Global Retirement Partners’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	$6.08K	Buy	+48	New	+$5.78K	﹤0.01%	3630
2025 Q4	$14.3K	Hold	112	–	–	﹤0.01%	3021
2025 Q3	$13.9K	Buy	112 +3	+3%	+$360	﹤0.01%	2553
2025 Q2	$13.4K	Buy	+109	New	+$13.2K	﹤0.01%	2469
2024 Q4	$12.6K	Buy	109 +73	+203%	+$8.66K	﹤0.01%	2303
2024 Q3	$4.11K	Buy	36 +1	+3%	+$110	﹤0.01%	2657
2024 Q2	$3.63K	Hold	35	–	–	﹤0.01%	2752
2024 Q1	$3.81K	Sell	35 -25	-42%	-$2.49K	﹤0.01%	2510
2023 Q4	$5.61K	Buy	+60	New	+$5.32K	﹤0.01%	2276

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

Global Retirement Partners's KBWP Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q2 2026: 48 shares worth $6.08K. The stake represents ﹤0.01% of the portfolio and ranks #3630 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in KBWP as recently as Q4 2025.

Global Retirement Partners first reported a position in KBWP in Q4 2023 and has held it in 9 quarters since. The position peaked at $14.3K in Q4 2025. 59 funds tracked by Wall St. Rank hold KBWP as of Q2 2026.

Global Retirement Partners held 48 shares of Invesco KBW Property & Casualty Insurance ETF worth $6.08K as of Q2 2026.
Invesco KBW Property & Casualty Insurance ETF was a new Global Retirement Partners position in Q2 2026.
Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3630 holding.
Global Retirement Partners first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2023 and has held it in 9 quarters since.
Global Retirement Partners's Invesco KBW Property & Casualty Insurance ETF position peaked at $14.3K in Q4 2025.
59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.