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Kestra Advisory Services’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Kestra Advisory Services’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 		$2.3M Buy
18,117
+1,517
+9% +$183K 0.01% 1251
2026
Q1 		$1.98M Buy
16,600
+448
+3% +$55K 0.01% 1309
2025
Q4 		$2.06M Buy
16,152
+6,072
+60% +$745K 0.01% 1188
2025
Q3 		$1.25M Buy
+10,080
New +$1.21M 0.01% 1445

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

Kestra Advisory Services's KBWP Position: Q2 2026 in Review

Kestra Advisory Services increased its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 9.1% in Q2 2026, buying an estimated $183K and bringing the position to 18,117 shares worth $2.3M. The position accounts for 0.01% of the portfolio, ranked #1251.

Kestra Advisory Services first reported a position in KBWP in Q3 2025 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold KBWP as of Q2 2026.

  • Kestra Advisory Services held 18,117 shares of Invesco KBW Property & Casualty Insurance ETF worth $2.3M as of Q2 2026.
  • Kestra Advisory Services bought 1,517 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2026, an estimated $183K.
  • Invesco KBW Property & Casualty Insurance ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1251 holding.
  • Kestra Advisory Services first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q3 2025 and has held it in 4 quarters since.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.