Kingsview Wealth Management’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Kingsview Wealth Management’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 Q1	$15.7M	Buy	131,958 +9,142	+7%	+$1.12M	0.21%	90
2025 Q4	$15.6M	Sell	122,816 -10,770	-8%	-$1.32M	0.23%	85
2025 Q3	$16.5M	Buy	133,586 +54,713	+69%	+$6.57M	0.25%	71
2025 Q2	$9.69M	Sell	78,873 -17,830	-18%	-$2.16M	0.16%	115
2025 Q1	$12M	Sell	96,703 -371	-0.4%	-$43.3K	0.23%	83
2024 Q4	$11.3M	Buy	97,074 +38,537	+66%	+$4.57M	0.22%	89
2024 Q3	$6.76M	Buy	58,537 +709	+1%	+$77.7K	0.14%	156
2024 Q2	$5.92M	Sell	57,828 -3,667	-6%	-$383K	0.14%	162
2024 Q1	$6.63M	Buy	61,495 +49,492	+412%	+$4.93M	0.17%	136
2023 Q4	$1.09M	Buy	12,003 +3,301	+38%	+$292K	0.03%	445
2023 Q3	$732K	Buy	8,702 +1,625	+23%	+$135K	0.03%	521
2023 Q2	$579K	Buy	+7,077	New	+$586K	0.02%	556

Other funds holding KBWP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

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

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

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

RFS

RM Financial Services Falmouth, Maine $116M AUM

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

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

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

Kingsview Wealth Management's KBWP Position: Q1 2026 in Review

Kingsview Wealth Management increased its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 7.4% in Q1 2026, buying an estimated $1.12M and bringing the position to 131,958 shares worth $15.7M. The position accounts for 0.21% of the portfolio, ranked #90.

Kingsview Wealth Management first reported a position in KBWP in Q2 2023 and has held it in 12 quarters since. The position peaked at $16.5M in Q3 2025. 59 funds tracked by Wall St. Rank hold KBWP as of Q1 2026.

Kingsview Wealth Management held 131,958 shares of Invesco KBW Property & Casualty Insurance ETF worth $15.7M as of Q1 2026.
Kingsview Wealth Management bought 9,142 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2026, an estimated $1.12M.
Invesco KBW Property & Casualty Insurance ETF made up 0.21% of Kingsview Wealth Management's portfolio in Q1 2026, its #90 holding.
Kingsview Wealth Management first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2023 and has held it in 12 quarters since.
Kingsview Wealth Management's Invesco KBW Property & Casualty Insurance ETF position peaked at $16.5M in Q3 2025.
59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.