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New Millennium Group’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

New Millennium Group’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
Q4 		– Hold
0
– – – 375
2025
Q3 		– Sell
-1
Closed -$120 – 472
2025
Q2 		$99 Buy
+1
New +$121 ﹤0.01% 400

Other funds holding KBWP

LPL Financial
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
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

New Millennium Group's KBWP Position: Q4 2025 in Review

New Millennium Group held its Invesco KBW Property & Casualty Insurance ETF (KBWP) position steady in Q4 2025 at 0 shares worth $50. The position accounts for ﹤0.01% of the portfolio, ranked #375.

New Millennium Group first reported a position in KBWP in Q2 2025 and has held it in 1 quarter since. The position peaked at $99 in Q2 2025. 57 funds tracked by Wall St. Rank hold KBWP as of Q4 2025.

  • New Millennium Group held 0 shares of Invesco KBW Property & Casualty Insurance ETF worth $50 as of Q4 2025.
  • New Millennium Group left its Invesco KBW Property & Casualty Insurance ETF share count unchanged in Q4 2025.
  • Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of New Millennium Group's portfolio in Q4 2025, its #375 holding.
  • New Millennium Group first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2025 and has held it in 1 quarter since.
  • New Millennium Group's Invesco KBW Property & Casualty Insurance ETF position peaked at $99 in Q2 2025.
  • 57 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.