Hollencrest Capital Management’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Hollencrest Capital 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
2026 Q2	–	Sell	-10	Closed	-$1.19K	–	1306
2026 Q1	$1.19K	Hold	10	–	–	﹤0.01%	1068
2025 Q4	$1.27K	Hold	10	–	–	﹤0.01%	1054
2025 Q3	$1.24K	Hold	10	–	–	﹤0.01%	1029
2025 Q2	$1.23K	Hold	10	–	–	﹤0.01%	1008
2025 Q1	$1.25K	Hold	10	–	–	﹤0.01%	1002
2024 Q4	$1.16K	Hold	10	–	–	﹤0.01%	1053
2024 Q3	$1.16K	Buy	10 +5	+100%	+$548	﹤0.01%	998
2024 Q2	$512	Sell	5 -22	-81%	-$2.3K	﹤0.01%	1021
2024 Q1	$2.91K	Buy	+27	New	+$2.69K	﹤0.01%	864

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

Hollencrest Capital Management's KBWP Position: Q2 2026 in Review

Hollencrest Capital Management sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q2 2026, closing a stake of 10 shares — an estimated $1.19K sold.

Hollencrest Capital Management first reported a position in KBWP in Q1 2024 and held it in 9 quarters. The position peaked at $2.91K in Q1 2024. 59 funds tracked by Wall St. Rank hold KBWP as of Q2 2026.

Hollencrest Capital Management reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q2 2026 after selling out during the quarter.
Hollencrest Capital Management sold 10 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2026, an estimated $1.19K.
Hollencrest Capital Management first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2024 and held it in 9 quarters.
Hollencrest Capital Management's Invesco KBW Property & Casualty Insurance ETF position peaked at $2.91K in Q1 2024.
59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2026.

Based on Hollencrest Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.