John Overdeck’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

John Overdeck’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	$1.77M	Sell	14,000 -29,900	-68%	-$3.6M	﹤0.01%	3118
2026 Q1	$5.22M	Sell	43,900 -2,000	-4%	-$246K	﹤0.01%	1948
2025 Q4	$5.84M	Buy	45,900 +5,200	+13%	+$638K	0.01%	1572
2025 Q3	$5.03M	Buy	40,700 +14,300	+54%	+$1.72M	0.01%	1459
2025 Q2	$3.24M	Buy	+26,400	New	+$3.2M	0.01%	1518
2025 Q1	–	Sell	-16,800	Closed	-$1.95M	–	3357
2024 Q4	$1.95M	Sell	16,800 -10,000	-37%	-$1.19M	﹤0.01%	1734
2024 Q3	$3.1M	Buy	+26,800	New	+$2.94M	0.01%	1372
2023 Q3	–	Sell	-3,600	Closed	-$295K	–	3088
2023 Q2	$295K	Buy	+3,600	New	+$298K	﹤0.01%	2516

Other funds holding KBWP

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

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RFS

RM Financial Services Falmouth, Maine $135M AUM

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

John Overdeck's KBWP Position: Q2 2026 in Review

John Overdeck reduced its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 68% in Q2 2026, selling an estimated $3.6M and leaving 14,000 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #3118.

John Overdeck first reported a position in KBWP in Q2 2023 and has held it in 8 quarters since. The position peaked at $5.84M in Q4 2025. 59 funds tracked by Wall St. Rank hold KBWP as of Q2 2026.

John Overdeck held 14,000 shares of Invesco KBW Property & Casualty Insurance ETF worth $1.77M as of Q2 2026.
John Overdeck sold 29,900 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2026, an estimated $3.6M.
Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3118 holding.
John Overdeck first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2023 and has held it in 8 quarters since.
John Overdeck's Invesco KBW Property & Casualty Insurance ETF position peaked at $5.84M in Q4 2025.
59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.