Great Valley Advisor Group’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Great Valley Advisor Group’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	$234K	Sell	1,843 -87	-5%	-$10.5K	﹤0.01%	930
2026 Q1	$230K	Sell	1,930 -526	-21%	-$64.6K	﹤0.01%	899
2025 Q4	$313K	Buy	2,456 +349	+17%	+$42.8K	0.01%	770
2025 Q3	$261K	Buy	2,107 +24	+1%	+$2.88K	0.01%	806
2025 Q2	$256K	Sell	2,083 -21	-1%	-$2.54K	0.01%	792
2025 Q1	$262K	Sell	2,104 -203	-9%	-$23.7K	0.01%	766
2024 Q4	$268K	Sell	2,307 -9	-0.4%	-$1.07K	0.01%	721
2024 Q3	$268K	Sell	2,316 -9	-0.4%	-$986	0.01%	716
2024 Q2	$238K	Sell	2,325 -90	-4%	-$9.39K	0.01%	704
2024 Q1	$260K	Sell	2,415 -58	-2%	-$5.78K	0.01%	638
2023 Q4	$224K	Sell	2,473 -21	-0.8%	-$1.86K	0.01%	647
2023 Q3	$210K	Buy	2,494 +22	+0.9%	+$1.83K	0.01%	623
2023 Q2	$202K	Buy	+2,472	New	+$205K	0.01%	660
2023 Q1	–	Sell	-2,415	Closed	-$208K	–	736
2022 Q4	$208K	Buy	+2,415	New	+$202K	0.01%	644

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

Great Valley Advisor Group's KBWP Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 4.5% in Q2 2026, selling an estimated $10.5K and leaving 1,843 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Great Valley Advisor Group first reported a position in KBWP in Q4 2022 and has held it in 14 quarters since. The position peaked at $313K in Q4 2025. 59 funds tracked by Wall St. Rank hold KBWP as of Q2 2026.

Great Valley Advisor Group held 1,843 shares of Invesco KBW Property & Casualty Insurance ETF worth $234K as of Q2 2026.
Great Valley Advisor Group sold 87 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2026, an estimated $10.5K.
Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #930 holding.
Great Valley Advisor Group first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2022 and has held it in 14 quarters since.
Great Valley Advisor Group's Invesco KBW Property & Casualty Insurance ETF position peaked at $313K in Q4 2025.
59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.