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

JDM 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 Q4	–	Sell	-29	Closed	-$3.59K	–	272
2025 Q3	$3.59K	Hold	29	–	–	﹤0.01%	254
2025 Q2	$3.56K	Hold	29	–	–	﹤0.01%	236
2025 Q1	$3.61K	Hold	29	–	–	﹤0.01%	226
2024 Q4	$3.37K	Hold	29	–	–	﹤0.01%	237
2024 Q3	$3.35K	Hold	29	–	–	﹤0.01%	229
2024 Q2	$2.97K	Hold	29	–	–	﹤0.01%	210
2024 Q1	$3.13K	Hold	29	–	–	﹤0.01%	200
2023 Q4	$2.63K	Hold	29	–	–	﹤0.01%	199
2023 Q3	$2.44K	Buy	+29	New	+$2.42K	﹤0.01%	197

Other funds holding KBWP

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

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

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

HIIFS

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JDM Financial Group's KBWP Position: Q4 2025 in Review

JDM Financial Group sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q4 2025, closing a stake of 29 shares — an estimated $3.59K sold.

JDM Financial Group first reported a position in KBWP in Q3 2023 and held it in 9 quarters. The position peaked at $3.61K in Q1 2025. 57 funds tracked by Wall St. Rank hold KBWP as of Q4 2025.

JDM Financial Group reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q4 2025 after selling out during the quarter.
JDM Financial Group sold 29 Invesco KBW Property & Casualty Insurance ETF shares in Q4 2025, an estimated $3.59K.
JDM Financial Group first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q3 2023 and held it in 9 quarters.
JDM Financial Group's Invesco KBW Property & Casualty Insurance ETF position peaked at $3.61K in Q1 2025.
57 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q4 2025.

Based on JDM Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.