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

NewEdge 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	$624K	Buy	4,924 +913	+23%	+$110K	﹤0.01%	1994
2026 Q1	$477K	Sell	4,011 -103	-3%	-$12.7K	﹤0.01%	2030
2025 Q4	$524K	Buy	4,114 +2,599	+172%	+$319K	﹤0.01%	1931
2025 Q3	$187K	Buy	+1,515	New	+$182K	﹤0.01%	2425
2023 Q1	–	Sell	-2,905	Closed	-$214K	–	3812
2022 Q4	$214K	Buy	+2,905	New	+$243K	0.01%	1164
2019 Q4	–	Sell	-3,331	Closed	-$246K	–	847
2019 Q3	$246K	Buy	3,331 +311	+10%	+$22.4K	0.01%	692
2019 Q2	$211K	Buy	+3,020	New	+$202K	0.01%	610
2017 Q3	–	Sell	-236	Closed	-$13.8K	–	763
2017 Q2	$13.8K	Buy	+236	New	+$13.5K	﹤0.01%	846

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

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

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

NewEdge Advisors's KBWP Position: Q2 2026 in Review

NewEdge Advisors increased its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 23% in Q2 2026, buying an estimated $110K and bringing the position to 4,924 shares worth $624K. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

NewEdge Advisors first reported a position in KBWP in Q2 2017 and has held it in 8 quarters since. 59 funds tracked by Wall St. Rank hold KBWP as of Q2 2026.

NewEdge Advisors held 4,924 shares of Invesco KBW Property & Casualty Insurance ETF worth $624K as of Q2 2026.
NewEdge Advisors bought 913 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2026, an estimated $110K.
Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1994 holding.
NewEdge Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2017 and has held it in 8 quarters since.
59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.