Independent Financial Group’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Independent Financial Group’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 Q3	–	Sell	-4,455	Closed	-$547K	–	1396
2025 Q2	$547K	Buy	+4,455	New	+$540K	0.02%	742
2025 Q1	–	Sell	-3,914	Closed	-$454K	–	1224
2024 Q4	$454K	Buy	3,914 +551	+16%	+$65.4K	0.02%	735
2024 Q3	$389K	Buy	+3,363	New	+$369K	0.01%	763
2023 Q3	–	Sell	-3,200	Closed	-$262K	–	925
2023 Q2	$262K	Buy	3,200 +158	+5%	+$13.1K	0.02%	700
2023 Q1	$253K	Buy	3,042 +85	+3%	+$7.4K	0.02%	685
2022 Q4	$255K	Buy	2,957 +9	+0.3%	+$752	0.02%	617
2022 Q3	$217K	Buy	2,948 +118	+4%	+$9.17K	0.02%	641
2022 Q2	$230K	Buy	2,830 +110	+4%	+$9.15K	0.02%	599
2022 Q1	$237K	Buy	+2,720	New	+$223K	0.02%	690

Other funds holding KBWP

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Independent Financial Group's KBWP Position: Q3 2025 in Review

Independent Financial Group sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q3 2025, closing a stake of 4,455 shares — an estimated $547K sold.

Independent Financial Group first reported a position in KBWP in Q1 2022 and held it in 9 quarters. The position peaked at $547K in Q2 2025. 67 funds tracked by Wall St. Rank hold KBWP as of Q3 2025.

Independent Financial Group reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q3 2025 after selling out during the quarter.
Independent Financial Group sold 4,455 Invesco KBW Property & Casualty Insurance ETF shares in Q3 2025, an estimated $547K.
Independent Financial Group first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2022 and held it in 9 quarters.
Independent Financial Group's Invesco KBW Property & Casualty Insurance ETF position peaked at $547K in Q2 2025.
67 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.