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 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 $377B AUM 19.32% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

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

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

RFS

RM Financial Services Falmouth, Maine $116M AUM

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

FFN

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

NewEdge Advisors's KBWP Position: Q1 2026 in Review

NewEdge Advisors reduced its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 2.5% in Q1 2026, selling an estimated $12.7K and leaving 4,011 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #2030.

NewEdge Advisors first reported a position in KBWP in Q2 2017 and has held it in 7 quarters since. The position peaked at $524K in Q4 2025. 59 funds tracked by Wall St. Rank hold KBWP as of Q1 2026.

NewEdge Advisors held 4,011 shares of Invesco KBW Property & Casualty Insurance ETF worth $477K as of Q1 2026.
NewEdge Advisors sold 103 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2026, an estimated $12.7K.
Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2030 holding.
NewEdge Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2017 and has held it in 7 quarters since.
NewEdge Advisors's Invesco KBW Property & Casualty Insurance ETF position peaked at $524K in Q4 2025.
59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.