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 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 $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

Great Valley Advisor Group's KBWP Position: Q1 2026 in Review

Great Valley Advisor Group reduced its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 21% in Q1 2026, selling an estimated $64.6K and leaving 1,930 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #899.

Great Valley Advisor Group first reported a position in KBWP in Q4 2022 and has held it in 13 quarters since. The position peaked at $313K in Q4 2025. 59 funds tracked by Wall St. Rank hold KBWP as of Q1 2026.

Great Valley Advisor Group held 1,930 shares of Invesco KBW Property & Casualty Insurance ETF worth $230K as of Q1 2026.
Great Valley Advisor Group sold 526 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2026, an estimated $64.6K.
Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #899 holding.
Great Valley Advisor Group first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2022 and has held it in 13 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 Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.