GRP
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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
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
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
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Global Retirement Partners's KBWP Position: Q4 2025 in Review

Global Retirement Partners held its Invesco KBW Property & Casualty Insurance ETF (KBWP) position steady in Q4 2025 at 112 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3021.

Global Retirement Partners first reported a position in KBWP in Q4 2023 and has held it in 8 quarters since. 57 funds tracked by Wall St. Rank hold KBWP as of Q4 2025.

  • Global Retirement Partners held 112 shares of Invesco KBW Property & Casualty Insurance ETF worth $14.3K as of Q4 2025.
  • Global Retirement Partners left its Invesco KBW Property & Casualty Insurance ETF share count unchanged in Q4 2025.
  • Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3021 holding.
  • Global Retirement Partners first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2023 and has held it in 8 quarters since.
  • 57 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.