JWCA
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J.W. Cole Advisors’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

J.W. Cole 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
2026
Q2 		$539K Sell
4,256
-102
-2% -$12.3K 0.01% 982
2026
Q1 		$519K Sell
4,358
-3
-0.1% -$368 0.02% 506
2025
Q4 		$555K Buy
4,361
+300
+7% +$36.8K 0.01% 851
2025
Q3 		$502K Hold
4,061
– – 0.01% 983
2025
Q2 		$499K Buy
4,061
+472
+13% +$57.2K 0.01% 917
2025
Q1 		$447K Hold
3,589
– – 0.01% 797
2024
Q4 		$417K Buy
3,589
+5
+0.1% +$593 0.02% 670
2024
Q3 		$414K Sell
3,584
-364
-9% -$39.9K 0.02% 676
2024
Q2 		$404K Buy
3,948
+3
+0.1% +$313 0.02% 583
2024
Q1 		$425K Buy
3,945
+514
+15% +$51.2K 0.02% 578
2023
Q4 		$311K Buy
3,431
+4
+0.1% +$354 0.02% 638
2023
Q3 		$288K Sell
3,427
-283
-8% -$23.6K 0.02% 572
2023
Q2 		$304K Sell
3,710
-47
-1% -$3.89K 0.02% 576
2023
Q1 		$313K Buy
3,757
+19
+0.5% +$1.66K 0.02% 588
2022
Q4 		$322K Buy
3,738
+786
+27% +$65.7K 0.02% 539
2022
Q3 		$217K Buy
+2,952
New +$229K 0.02% 647

Other funds holding KBWP

RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BFWM
Bright Futures Wealth Management Webster, Ny 14580, New York $155M AUM 32.3% 1-Year Est. Return
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $140M AUM 35.28% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

J.W. Cole Advisors's KBWP Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 2.3% in Q2 2026, selling an estimated $12.3K and leaving 4,256 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #982.

J.W. Cole Advisors first reported a position in KBWP in Q3 2022 and has held it in 16 quarters since. The position peaked at $555K in Q4 2025. 11 funds tracked by Wall St. Rank hold KBWP as of Q2 2026.

  • J.W. Cole Advisors held 4,256 shares of Invesco KBW Property & Casualty Insurance ETF worth $539K as of Q2 2026.
  • J.W. Cole Advisors sold 102 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2026, an estimated $12.3K.
  • Invesco KBW Property & Casualty Insurance ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #982 holding.
  • J.W. Cole Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q3 2022 and has held it in 16 quarters since.
  • J.W. Cole Advisors's Invesco KBW Property & Casualty Insurance ETF position peaked at $555K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.