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 Q3	$395K	Sell	3,217 -604	-16%	-$79.8K	0.01%	689
2026 Q2	$484K	Buy	+3,821	New	+$460K	0.02%	619
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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return

RM Financial Services Falmouth, Maine $132M AUM 18.58% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Bright Futures Wealth Management Webster, Ny 14580, New York $145M AUM 22.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return

Vanguard Capital Wealth Advisors Denver, Colorado $145M AUM 65.64% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

IFG Advisory's KBWP Position: Q3 2026 in Review

IFG Advisory reduced its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 16% in Q3 2026, selling an estimated $79.8K and leaving 3,217 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #689.

IFG Advisory first reported a position in KBWP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q2 2025. 21 funds tracked by Wall St. Rank hold KBWP as of Q3 2026.

IFG Advisory held 3,217 shares of Invesco KBW Property & Casualty Insurance ETF worth $395K as of Q3 2026.
IFG Advisory sold 604 Invesco KBW Property & Casualty Insurance ETF shares in Q3 2026, an estimated $79.8K.
Invesco KBW Property & Casualty Insurance ETF made up 0.01% of IFG Advisory's portfolio in Q3 2026, its #689 holding.
IFG Advisory first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2024 and has held it in 7 quarters since.
IFG Advisory's Invesco KBW Property & Casualty Insurance ETF position peaked at $1.19M in Q2 2025.
21 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.