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

MinichMacGregor 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
2025 Q3	–	Sell	-2,692	Closed	-$331K	–	145
2025 Q2	$331K	Buy	+2,692	New	+$326K	0.07%	94
2025 Q1	–	Sell	-3,018	Closed	-$350K	–	136
2024 Q4	$350K	Buy	3,018 +37	+1%	+$4.39K	0.07%	85
2024 Q3	$344K	Buy	+2,981	New	+$327K	0.07%	81
2023 Q3	–	Sell	-3,556	Closed	-$291K	–	100
2023 Q2	$291K	Sell	3,556 -17	-0.5%	-$1.41K	0.09%	78
2023 Q1	$297K	Sell	3,573 -13	-0.4%	-$1.13K	0.1%	74
2022 Q4	$309K	Buy	3,586 +74	+2%	+$6.18K	0.11%	59
2022 Q3	$258K	Sell	3,512 -175	-5%	-$13.6K	0.1%	68
2022 Q2	$299K	Sell	3,687 -82	-2%	-$6.83K	0.12%	57
2022 Q1	$328K	Buy	+3,769	New	+$309K	0.1%	73
2021 Q4	–	Sell	-5,362	Closed	-$407K	–	93
2021 Q3	$407K	Sell	5,362 -17	-0.3%	-$1.32K	0.14%	54
2021 Q2	$410K	Buy	+5,379	New	+$419K	0.14%	56

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

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

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

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

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

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

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

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

MinichMacGregor Wealth Management's KBWP Position: Q3 2025 in Review

MinichMacGregor Wealth Management sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q3 2025, closing a stake of 2,692 shares — an estimated $331K sold.

MinichMacGregor Wealth Management first reported a position in KBWP in Q2 2021 and held it in 11 quarters. The position peaked at $410K in Q2 2021. 67 funds tracked by Wall St. Rank hold KBWP as of Q3 2025.

MinichMacGregor Wealth Management reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q3 2025 after selling out during the quarter.
MinichMacGregor Wealth Management sold 2,692 Invesco KBW Property & Casualty Insurance ETF shares in Q3 2025, an estimated $331K.
MinichMacGregor Wealth Management first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2021 and held it in 11 quarters.
MinichMacGregor Wealth Management's Invesco KBW Property & Casualty Insurance ETF position peaked at $410K in Q2 2021.
67 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q3 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.