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MAI Capital Management’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

MAI Capital 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
2025
Q2 		– Sell
-115
Closed -$14.3K – 4009
2025
Q1 		$14.3K Buy
+115
New +$13.4K ﹤0.01% 2330

Other funds holding KBWP

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

MAI Capital Management's KBWP Position: Q2 2025 in Review

MAI Capital Management sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q2 2025, closing a stake of 115 shares — an estimated $14.3K sold.

MAI Capital Management first reported a position in KBWP in Q1 2025 and held it in 1 quarter. The position peaked at $14.3K in Q1 2025. 68 funds tracked by Wall St. Rank hold KBWP as of Q2 2025.

  • MAI Capital Management reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q2 2025 after selling out during the quarter.
  • MAI Capital Management sold 115 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2025, an estimated $14.3K.
  • MAI Capital Management first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2025 and held it in 1 quarter.
  • MAI Capital Management's Invesco KBW Property & Casualty Insurance ETF position peaked at $14.3K in Q1 2025.
  • 68 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2025.

Based on MAI Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.