HighTower Advisors
KBWP icon

HighTower Advisors’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

HighTower Advisors’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
Q3 		– Sell
-194,089
Closed -$23.8M – 3951
2025
Q2 		$23.8M Buy
194,089
+192,411
+11,467% +$23.3M 0.03% 519
2025
Q1 		$209K Sell
1,678
-194,673
-99% -$22.7M ﹤0.01% 3144
2024
Q4 		$22.8M Buy
196,351
+2,560
+1% +$304K 0.03% 487
2024
Q3 		$22.4M Buy
+193,791
New +$21.2M 0.03% 488
2024
Q2 		– Sell
-21,346
Closed -$2.3M – 3804
2024
Q1 		$2.3M Buy
+21,346
New +$2.13M ﹤0.01% 1359
2023
Q3 		– Sell
-266,103
Closed -$21.8M – 3669
2023
Q2 		$21.8M Buy
266,103
+8,141
+3% +$674K 0.04% 396
2023
Q1 		$21.4M Buy
257,962
+38,462
+18% +$3.35M 0.05% 383
2022
Q4 		$18.9M Buy
219,500
+6,648
+3% +$556K 0.04% 410
2022
Q3 		$15.7M Buy
212,852
+41,761
+24% +$3.25M 0.04% 409
2022
Q2 		$13.9M Buy
171,091
+2,786
+2% +$232K 0.04% 457
2022
Q1 		$14.7M Buy
+168,305
New +$13.8M 0.03% 488
2018
Q1 		– Sell
-83,014
Closed -$4.93M – 2271
2017
Q4 		$4.93M Buy
83,014
+2,546
+3% +$152K 0.04% 469
2017
Q3 		$4.66M Buy
80,468
+1,747
+2% +$102K 0.04% 487
2017
Q2 		$4.57M Buy
78,721
+2,751
+4% +$157K 0.04% 494
2017
Q1 		$4.33M Buy
75,970
+4,677
+7% +$265K 0.04% 482
2016
Q4 		$3.97M Buy
71,293
+2,709
+4% +$143K 0.04% 466
2016
Q3 		$3.45M Buy
+68,584
New +$3.44M 0.04% 485

Other funds holding KBWP

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors's KBWP Position: Q3 2025 in Review

HighTower Advisors sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q3 2025, closing a stake of 194,089 shares — an estimated $23.8M sold.

HighTower Advisors first reported a position in KBWP in Q3 2016 and held it in 17 quarters. The position peaked at $23.8M in Q2 2025. 67 funds tracked by Wall St. Rank hold KBWP as of Q3 2025.

  • HighTower Advisors reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q3 2025 after selling out during the quarter.
  • HighTower Advisors sold 194,089 Invesco KBW Property & Casualty Insurance ETF shares in Q3 2025, an estimated $23.8M.
  • HighTower Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q3 2016 and held it in 17 quarters.
  • HighTower Advisors's Invesco KBW Property & Casualty Insurance ETF position peaked at $23.8M in Q2 2025.
  • 67 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q3 2025.

Based on HighTower Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.