Mutual Advisors’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Mutual Advisors’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 Q2	$11.5M	Sell	90,674 -1,617	-2%	-$195K	0.22%	80
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RFS

RM Financial Services Falmouth, Maine $135M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Mutual Advisors's KBWP Position: Q2 2026 in Review

Mutual Advisors reduced its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 1.8% in Q2 2026, selling an estimated $195K and leaving 90,674 shares worth $11.5M. The position accounts for 0.22% of the portfolio, ranked #80.

Mutual Advisors first reported a position in KBWP in Q4 2017 and has held it in 34 quarters since. 59 funds tracked by Wall St. Rank hold KBWP as of Q2 2026.

Mutual Advisors held 90,674 shares of Invesco KBW Property & Casualty Insurance ETF worth $11.5M as of Q2 2026.
Mutual Advisors sold 1,617 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2026, an estimated $195K.
Invesco KBW Property & Casualty Insurance ETF made up 0.22% of Mutual Advisors's portfolio in Q2 2026, its #80 holding.
Mutual Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2017 and has held it in 34 quarters since.
59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.