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

IFP 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
Q1 		– Sell
-24
Closed -$2.79K – 4490
2024
Q4 		$2.79K Hold
24
– – ﹤0.01% 2985
2024
Q3 		$2.77K Sell
24
-193
-89% -$21.2K ﹤0.01% 2837
2024
Q2 		$22.2K Sell
217
-4
-2% -$417 ﹤0.01% 2033
2024
Q1 		$23.8K Buy
221
+1
+0.5% +$100 ﹤0.01% 1894
2023
Q4 		$19.9K Buy
220
+1
+0.5% +$89 ﹤0.01% 1916
2023
Q3 		$18.4K Buy
219
+28
+15% +$2.33K ﹤0.01% 1983
2023
Q2 		$15.6K Buy
191
+1
+0.5% +$83 ﹤0.01% 2127
2023
Q1 		$11.6K Buy
190
+1
+0.5% +$87 ﹤0.01% 2232
2022
Q4 		$12K Buy
189
+1
+0.5% +$84 ﹤0.01% 3266
2022
Q3 		$11K Buy
188
+2
+1% +$155 ﹤0.01% 3582
2022
Q2 		$11K Hold
186
– – ﹤0.01% 3331
2022
Q1 		$11K Buy
+186
New +$15.3K ﹤0.01% 3330
2020
Q4 		– Sell
-1,220
Closed -$77.2K – 3023
2020
Q3 		$69K Hold
1,220
– – ﹤0.01% 1161
2020
Q2 		$67K Hold
1,220
– – 0.01% 1081
2020
Q1 		$65K Hold
1,220
– – 0.01% 1014
2019
Q4 		$86K Hold
1,220
– – 0.01% 1017
2019
Q3 		$90K Buy
+1,220
New +$87.7K 0.01% 1107
2019
Q1 		– Sell
-1,220
Closed -$68K – 2908
2018
Q4 		$68K Hold
1,220
– – ﹤0.01% 1415
2018
Q3 		$78K Buy
1,220
+691
+131% +$43.3K ﹤0.01% 1633
2018
Q2 		$31K Hold
529
– – ﹤0.01% 2204
2018
Q1 		$31K Hold
529
– – ﹤0.01% 2101
2017
Q4 		$31K Buy
+529
New +$31.5K ﹤0.01% 2126

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
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IFP Advisors's KBWP Position: Q1 2025 in Review

IFP Advisors sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2025, closing a stake of 24 shares — an estimated $2.79K sold.

IFP Advisors first reported a position in KBWP in Q4 2017 and held it in 22 quarters. The position peaked at $90K in Q3 2019. 61 funds tracked by Wall St. Rank hold KBWP as of Q1 2025.

  • IFP Advisors reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q1 2025 after selling out during the quarter.
  • IFP Advisors sold 24 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2025, an estimated $2.79K.
  • IFP Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2017 and held it in 22 quarters.
  • IFP Advisors's Invesco KBW Property & Casualty Insurance ETF position peaked at $90K in Q3 2019.
  • 61 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.