Mutual Advisors’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11M | Buy |
92,291
+3,141
| +4% | +$386K | 0.24% | 77 |
|
|
2025
Q4 | $11.3M | Buy |
89,150
+3,989
| +5% | +$489K | 0.24% | 74 |
|
|
2025
Q3 | $10.1M | Buy |
85,161
+6,404
| +8% | +$769K | 0.22% | 88 |
|
|
2025
Q2 | $9.3M | Buy |
78,757
+7,137
| +10% | +$865K | 0.23% | 83 |
|
|
2025
Q1 | $8.41M | Buy |
71,620
+1,820
| +3% | +$212K | 0.24% | 80 |
|
|
2024
Q4 | $8.09M | Sell |
69,800
-590
| -0.8% | -$70K | 0.23% | 80 |
|
|
2024
Q3 | $8.29M | Sell |
70,390
-5,347
| -7% | -$586K | 0.24% | 72 |
|
|
2024
Q2 | $8.12M | Sell |
75,737
-939
| -1% | -$98K | 0.25% | 77 |
|
|
2024
Q1 | $8.26M | Sell |
76,676
-696
| -0.9% | -$69.3K | 0.27% | 71 |
|
|
2023
Q4 | $7M | Sell |
77,372
-514
| -0.7% | -$45.5K | 0.24% | 79 |
|
|
2023
Q3 | $6.55M | Sell |
77,886
-2,603
| -3% | -$217K | 0.26% | 74 |
|
|
2023
Q2 | $6.59M | Buy |
80,489
+1,309
| +2% | +$108K | 0.25% | 81 |
|
|
2023
Q1 | $6.59M | Buy |
79,180
+2,206
| +3% | +$192K | 0.27% | 76 |
|
|
2022
Q4 | $6.63M | Buy |
76,974
+8,341
| +12% | +$697K | 0.3% | 70 |
|
|
2022
Q3 | $5.05M | Buy |
68,633
+5,564
| +9% | +$433K | 0.26% | 77 |
|
|
2022
Q2 | $5.12M | Buy |
63,069
+9,163
| +17% | +$763K | 0.34% | 64 |
|
|
2022
Q1 | $4.7M | Buy |
53,906
+10,000
| +23% | +$821K | 0.26% | 79 |
|
|
2021
Q4 | $3.5M | Buy |
43,906
+6,114
| +16% | +$481K | 0.19% | 123 |
|
|
2021
Q3 | $2.87M | Buy |
37,792
+10,776
| +40% | +$839K | 0.17% | 149 |
|
|
2021
Q2 | $2.06M | Buy |
27,016
+4,414
| +20% | +$344K | 0.12% | 215 |
|
|
2021
Q1 | $1.7M | Buy |
22,602
+5,309
| +31% | +$377K | 0.12% | 221 |
|
|
2020
Q4 | $1.18M | Buy |
+17,293
| New | +$1.09M | 0.09% | 268 |
|
|
2020
Q3 | – | Sell |
-26,470
| Closed | -$1.48M | – | 685 |
|
|
2020
Q2 | $1.48M | Sell |
26,470
-1,660
| -6% | -$89.6K | 0.15% | 164 |
|
|
2020
Q1 | $1.49M | Sell |
28,130
-64,247
| -70% | -$4.27M | 0.2% | 131 |
|
|
2019
Q4 | $6.59M | Sell |
92,377
-1,473
| -2% | -$104K | 0.7% | 24 |
|
|
2019
Q3 | $6.94M | Buy |
93,850
+1,829
| +2% | +$131K | 0.92% | 18 |
|
|
2019
Q2 | $6.42M | Buy |
92,021
+3,383
| +4% | +$226K | 0.83% | 17 |
|
|
2019
Q1 | $5.49M | Buy |
88,638
+7,971
| +10% | +$484K | 0.81% | 22 |
|
|
2018
Q4 | $4.57M | Buy |
80,667
+4,283
| +6% | +$256K | 0.9% | 17 |
|
|
2018
Q3 | $4.87M | Buy |
76,384
+20,389
| +36% | +$1.28M | 0.74% | 23 |
|
|
2018
Q2 | $3.33M | Buy |
55,995
+3,467
| +7% | +$212K | 0.76% | 19 |
|
|
2018
Q1 | $3.26M | Buy |
52,528
+6,097
| +13% | +$368K | 0.83% | 14 |
|
|
2017
Q4 | $2.76M | Buy |
+46,431
| New | +$2.76M | 1.04% | 12 |
|
Other funds holding KBWP
KWM
RWM
RFS
FFN
Mutual Advisors's KBWP Position: Q1 2026 in Review
Mutual Advisors increased its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 3.5% in Q1 2026, buying an estimated $386K and bringing the position to 92,291 shares worth $11M. The position accounts for 0.24% of the portfolio, ranked #77.
Mutual Advisors first reported a position in KBWP in Q4 2017 and has held it in 33 quarters since. The position peaked at $11.3M in Q4 2025. 59 funds tracked by Wall St. Rank hold KBWP as of Q1 2026.
- Mutual Advisors held 92,291 shares of Invesco KBW Property & Casualty Insurance ETF worth $11M as of Q1 2026.
- Mutual Advisors bought 3,141 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2026, an estimated $386K.
- Invesco KBW Property & Casualty Insurance ETF made up 0.24% of Mutual Advisors's portfolio in Q1 2026, its #77 holding.
- Mutual Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2017 and has held it in 33 quarters since.
- Mutual Advisors's Invesco KBW Property & Casualty Insurance ETF position peaked at $11.3M in Q4 2025.
- 59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.