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

Hennion & Walsh 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
2025 Q4	–	Sell	-2,395	Closed	-$296K	–	968
2025 Q3	$296K	Sell	2,395 -1,045	-30%	-$125K	0.01%	850
2025 Q2	$423K	Buy	+3,440	New	+$417K	0.02%	724
2025 Q1	–	Sell	-4,240	Closed	-$486K	–	892
2024 Q4	$486K	Hold	4,240	–	–	0.02%	631
2024 Q3	$489K	Buy	+4,240	New	+$465K	0.02%	624
2023 Q3	–	Sell	-4,900	Closed	-$401K	–	825
2023 Q2	$401K	Hold	4,900	–	–	0.02%	576
2023 Q1	$408K	Buy	4,900 +1,850	+61%	+$161K	0.03%	560
2022 Q4	$263K	Hold	3,050	–	–	0.02%	671
2022 Q3	$224K	Hold	3,050	–	–	0.01%	695
2022 Q2	$247K	Hold	3,050	–	–	0.02%	680
2022 Q1	$265K	Buy	+3,050	New	+$250K	0.01%	688

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

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hennion & Walsh Asset Management's KBWP Position: Q4 2025 in Review

Hennion & Walsh Asset Management sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q4 2025, closing a stake of 2,395 shares — an estimated $296K sold.

Hennion & Walsh Asset Management first reported a position in KBWP in Q1 2022 and held it in 10 quarters. The position peaked at $489K in Q3 2024. 57 funds tracked by Wall St. Rank hold KBWP as of Q4 2025.

Hennion & Walsh Asset Management reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q4 2025 after selling out during the quarter.
Hennion & Walsh Asset Management sold 2,395 Invesco KBW Property & Casualty Insurance ETF shares in Q4 2025, an estimated $296K.
Hennion & Walsh Asset Management first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2022 and held it in 10 quarters.
Hennion & Walsh Asset Management's Invesco KBW Property & Casualty Insurance ETF position peaked at $489K in Q3 2024.
57 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q4 2025.

Based on Hennion & Walsh Asset Management's 13F filing for Q4 2025, filed 14 Jan 2026.