Legacy Capital Group California’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Legacy Capital Group California’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 Q1	–	Sell	-2,875	Closed	-$334K	–	335
2024 Q4	$334K	Buy	+2,875	New	+$341K	0.1%	231
2024 Q3	–	Sell	-2,452	Closed	-$251K	–	337
2024 Q2	$251K	Sell	2,452 -444	-15%	-$46.3K	0.09%	260
2024 Q1	$312K	Sell	2,896 -251	-8%	-$25K	0.12%	214
2023 Q4	$285K	Buy	+3,147	New	+$279K	0.11%	225

Other funds holding KBWP

HIIFS

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

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

Legacy Capital Group California's KBWP Position: Q1 2025 in Review

Legacy Capital Group California sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2025, closing a stake of 2,875 shares — an estimated $334K sold.

Legacy Capital Group California first reported a position in KBWP in Q4 2023 and held it in 4 quarters. The position peaked at $334K in Q4 2024. 61 funds tracked by Wall St. Rank hold KBWP as of Q1 2025.

Legacy Capital Group California reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q1 2025 after selling out during the quarter.
Legacy Capital Group California sold 2,875 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2025, an estimated $334K.
Legacy Capital Group California first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2023 and held it in 4 quarters.
Legacy Capital Group California's Invesco KBW Property & Casualty Insurance ETF position peaked at $334K in Q4 2024.
61 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2025.

Based on Legacy Capital Group California's 13F filing for Q1 2025, filed 9 May 2025.