IWM
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IHT Wealth Management’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

IHT Wealth 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
-2,373
Closed -$282K – 1317
2026
Q1 		$282K Buy
2,373
+19
+0.8% +$2.33K 0.01% 1026
2025
Q4 		$300K Buy
2,354
+11
+0.5% +$1.35K 0.01% 958
2025
Q3 		$290K Buy
2,343
+7
+0.3% +$840 0.01% 948
2025
Q2 		$287K Buy
2,336
+8
+0.3% +$969 0.01% 908
2025
Q1 		$290K Buy
2,328
+12
+0.5% +$1.4K 0.01% 872
2024
Q4 		$269K Buy
2,316
+15
+0.7% +$1.78K 0.01% 891
2024
Q3 		$266K Buy
2,301
+7
+0.3% +$767 0.01% 959
2024
Q2 		$235K Buy
2,294
+7
+0.3% +$731 0.01% 888
2024
Q1 		$246K Buy
2,287
+10
+0.4% +$996 0.01% 869
2023
Q4 		$206K Buy
+2,277
New +$202K 0.01% 898
2021
Q4 		– Sell
-4,884
Closed -$371K – 831
2021
Q3 		$371K Buy
4,884
+34
+0.7% +$2.65K 0.03% 525
2021
Q2 		$370K Sell
4,850
-4,850
-50% -$378K 0.02% 633
2021
Q1 		$728K Buy
9,700
+4,850
+100% +$344K 0.05% 346
2020
Q4 		$331K Hold
4,850
– – 0.03% 530
2020
Q3 		$273K Hold
4,850
– – 0.03% 505
2020
Q2 		$272K Hold
4,850
– – 0.04% 438
2020
Q1 		$258K Buy
+4,850
New +$322K 0.04% 435

Other funds holding KBWP

LPL Financial
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
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RFS
RM Financial Services Falmouth, Maine $135M AUM
Morgan Stanley
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

IHT Wealth Management's KBWP Position: Q2 2026 in Review

IHT Wealth Management sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q2 2026, closing a stake of 2,373 shares — an estimated $282K sold.

IHT Wealth Management first reported a position in KBWP in Q1 2020 and held it in 17 quarters. The position peaked at $728K in Q1 2021. 59 funds tracked by Wall St. Rank hold KBWP as of Q2 2026.

  • IHT Wealth Management reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q2 2026 after selling out during the quarter.
  • IHT Wealth Management sold 2,373 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2026, an estimated $282K.
  • IHT Wealth Management first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2020 and held it in 17 quarters.
  • IHT Wealth Management's Invesco KBW Property & Casualty Insurance ETF position peaked at $728K in Q1 2021.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.