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 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 $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

IFG Advisory's KBWP Position: Q2 2026 in Review

IFG Advisory opened a new position in Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q2 2026: 3,821 shares worth $484K. The stake represents 0.02% of the portfolio and ranks #619 among its holdings. This is a return to the name: IFG Advisory previously reported a position in KBWP as recently as Q4 2025.

IFG Advisory first reported a position in KBWP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.19M in Q2 2025. 59 funds tracked by Wall St. Rank hold KBWP as of Q2 2026.

IFG Advisory held 3,821 shares of Invesco KBW Property & Casualty Insurance ETF worth $484K as of Q2 2026.
Invesco KBW Property & Casualty Insurance ETF was a new IFG Advisory position in Q2 2026.
Invesco KBW Property & Casualty Insurance ETF made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #619 holding.
IFG Advisory first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2024 and has held it in 6 quarters since.
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 Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.