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IFG Advisory’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

IFG Advisory’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 		– Sell
-3,621
Closed -$461K – 652
2025
Q4 		$461K Sell
3,621
-5,450
-60% -$669K 0.02% 525
2025
Q3 		$1.12M Sell
9,071
-621
-6% -$74.5K 0.05% 336
2025
Q2 		$1.19M Buy
9,692
+1,552
+19% +$188K 0.06% 308
2025
Q1 		$1.01M Buy
8,140
+2,456
+43% +$287K 0.06% 320
2024
Q4 		$660K Buy
+5,684
New +$675K 0.04% 366

Other funds holding KBWP

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
MA
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
RFS
RM Financial Services Falmouth, Maine $116M AUM
Raymond James Financial
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

IFG Advisory's KBWP Position: Q1 2026 in Review

IFG Advisory sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2026, closing a stake of 3,621 shares — an estimated $461K sold.

IFG Advisory first reported a position in KBWP in Q4 2024 and held it in 5 quarters. The position peaked at $1.19M in Q2 2025. 59 funds tracked by Wall St. Rank hold KBWP as of Q1 2026.

  • IFG Advisory reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 3,621 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2026, an estimated $461K.
  • IFG Advisory first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2024 and held it in 5 quarters.
  • IFG Advisory's Invesco KBW Property & Casualty Insurance ETF position peaked at $1.19M in Q2 2025.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.