LPL Financial
KBWP icon

LPL Financial’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

LPL Financial’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 		$23.6M Sell
198,474
-27,863
-12% -$3.42M 0.01% 1347
2025
Q4 		$28.8M Sell
226,337
-33,750
-13% -$4.14M 0.01% 1170
2025
Q3 		$32.2M Sell
260,087
-22,262
-8% -$2.67M 0.01% 1067
2025
Q2 		$34.7M Buy
282,349
+106,390
+60% +$12.9M 0.01% 948
2025
Q1 		$21.9M Sell
175,959
-3,320
-2% -$387K 0.01% 1099
2024
Q4 		$20.8M Buy
179,279
+43,052
+32% +$5.11M 0.01% 1065
2024
Q3 		$15.7M Sell
136,227
-19,205
-12% -$2.11M 0.01% 1174
2024
Q2 		$15.9M Sell
155,432
-7,903
-5% -$825K 0.01% 1075
2024
Q1 		$17.6M Buy
163,335
+361
+0.2% +$35.9K 0.01% 1000
2023
Q4 		$14.8M Buy
162,974
+77,998
+92% +$6.91M 0.01% 1024
2023
Q3 		$7.15M Sell
84,976
-65,211
-43% -$5.44M 0.01% 1372
2023
Q2 		$12.3M Sell
150,187
-15,354
-9% -$1.27M 0.01% 1026
2023
Q1 		$13.8M Buy
165,541
+36,957
+29% +$3.22M 0.01% 922
2022
Q4 		$11.1M Buy
128,584
+15,956
+14% +$1.33M 0.01% 970
2022
Q3 		$8.29M Sell
112,628
-2,244
-2% -$174K 0.01% 1059
2022
Q2 		$9.32M Buy
114,872
+10,396
+10% +$865K 0.01% 1003
2022
Q1 		$9.1M Buy
104,476
+35,039
+50% +$2.88M 0.01% 1059
2021
Q4 		$5.54M Sell
69,437
-15,810
-19% -$1.24M ﹤0.01% 1395
2021
Q3 		$6.48M Buy
85,247
+16,149
+23% +$1.26M 0.01% 1217
2021
Q2 		$5.27M Buy
69,098
+2,587
+4% +$202K 0.01% 1310
2021
Q1 		$4.99M Sell
66,511
-62,559
-48% -$4.44M 0.01% 1231
2020
Q4 		$8.81M Buy
129,070
+7,657
+6% +$485K 0.01% 806
2020
Q3 		$6.85M Buy
121,413
+73,904
+156% +$4.31M 0.01% 799
2020
Q2 		$2.66M Buy
47,509
+12,677
+36% +$684K ﹤0.01% 1194
2020
Q1 		$1.85M Sell
34,832
-5,575
-14% -$370K ﹤0.01% 1234
2019
Q4 		$2.88M Buy
40,407
+367
+0.9% +$26K 0.01% 1126
2019
Q3 		$2.96M Sell
40,040
-1,360
-3% -$97.8K 0.01% 1025
2019
Q2 		$2.89M Buy
41,400
+341
+0.8% +$22.8K 0.01% 1042
2019
Q1 		$2.54M Sell
41,059
-1,280
-3% -$77.7K 0.01% 1060
2018
Q4 		$2.4M Buy
42,339
+420
+1% +$25.1K 0.01% 984
2018
Q3 		$2.67M Sell
41,919
-4,133
-9% -$259K 0.01% 1004
2018
Q2 		$2.74M Sell
46,052
-2,838
-6% -$174K 0.01% 958
2018
Q1 		$3.03M Sell
48,890
-3,971
-8% -$240K 0.01% 910
2017
Q4 		$3.14M Buy
52,861
+88
+0.2% +$5.24K 0.01% 842
2017
Q3 		$3.06M Buy
52,773
+209
+0.4% +$12.2K 0.01% 796
2017
Q2 		$3.06M Sell
52,564
-4,419
-8% -$252K 0.01% 739
2017
Q1 		$3.23M Sell
56,983
-7,627
-12% -$432K 0.02% 600
2016
Q4 		$3.58M Buy
64,610
+6,065
+10% +$320K 0.03% 543
2016
Q3 		$2.96M Buy
58,545
+13,602
+30% +$683K 0.03% 576
2016
Q2 		$2.23M Sell
44,943
-34,561
-43% -$1.68M 0.02% 710
2016
Q1 		$3.86M Sell
79,504
-27,360
-26% -$1.27M 0.01% 842
2015
Q4 		$5.04M Buy
106,864
+56,187
+111% +$2.69M 0.01% 719
2015
Q3 		$2.34M Buy
50,677
+728
+1% +$33.7K 0.01% 768
2015
Q2 		$2.29M Buy
49,949
+3,529
+8% +$155K 0.01% 842
2015
Q1 		$2.03M Buy
46,420
+4,468
+11% +$192K 0.01% 905
2014
Q4 		$1.78M Buy
41,952
+8,220
+24% +$339K 0.01% 955
2014
Q3 		$1.31M Buy
33,732
+12,066
+56% +$471K 0.01% 1101
2014
Q2 		$850K Buy
21,666
+1,520
+8% +$58.5K 0.01% 1445
2014
Q1 		$757K Sell
20,146
-226
-1% -$8.33K ﹤0.01% 1445
2013
Q4 		$798K Buy
20,372
+3,137
+18% +$120K 0.01% 1405
2013
Q3 		$643K Buy
+17,235
New +$618K ﹤0.01% 1458

Other funds holding KBWP

KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
MA
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
RFS
RM Financial Services Falmouth, Maine $116M AUM
Raymond James Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial's KBWP Position: Q1 2026 in Review

LPL Financial reduced its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 12% in Q1 2026, selling an estimated $3.42M and leaving 198,474 shares worth $23.6M. The position accounts for 0.01% of the portfolio, ranked #1347.

LPL Financial first reported a position in KBWP in Q3 2013 and has held it in 51 quarters since. The position peaked at $34.7M in Q2 2025. 59 funds tracked by Wall St. Rank hold KBWP as of Q1 2026.

  • LPL Financial held 198,474 shares of Invesco KBW Property & Casualty Insurance ETF worth $23.6M as of Q1 2026.
  • LPL Financial sold 27,863 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2026, an estimated $3.42M.
  • Invesco KBW Property & Casualty Insurance ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1347 holding.
  • LPL Financial first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q3 2013 and has held it in 51 quarters since.
  • LPL Financial's Invesco KBW Property & Casualty Insurance ETF position peaked at $34.7M in Q2 2025.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.