KWM
KBWP icon

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
Q2 		$19.8M Buy
156,199
+24,241
+18% +$2.92M 0.24% 80
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
LPL Financial San Diego, California $445B AUM 25.58% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Kingsview Wealth Management's KBWP Position: Q2 2026 in Review

Kingsview Wealth Management increased its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 18% in Q2 2026, buying an estimated $2.92M and bringing the position to 156,199 shares worth $19.8M. The position accounts for 0.24% of the portfolio, ranked #80.

Kingsview Wealth Management first reported a position in KBWP in Q2 2023 and has held it in 13 quarters since. 59 funds tracked by Wall St. Rank hold KBWP as of Q2 2026.

  • Kingsview Wealth Management held 156,199 shares of Invesco KBW Property & Casualty Insurance ETF worth $19.8M as of Q2 2026.
  • Kingsview Wealth Management bought 24,241 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2026, an estimated $2.92M.
  • Invesco KBW Property & Casualty Insurance ETF made up 0.24% of Kingsview Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Kingsview Wealth Management first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2023 and has held it in 13 quarters since.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.