Nilsine Partners’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Nilsine Partners’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	–	Sell	-10,107	Closed	-$1.25M	–	415
2025 Q3	$1.25M	Buy	10,107 +97	+1%	+$11.6K	0.11%	186
2025 Q2	$1.23M	Buy	+10,010	New	+$1.21M	0.12%	180
2025 Q1	–	Sell	-15,164	Closed	-$1.76M	–	374
2024 Q4	$1.76M	Sell	15,164 -88	-0.6%	-$10.4K	0.19%	120
2024 Q3	$1.76M	Buy	15,252 +6,217	+69%	+$681K	0.23%	109
2024 Q2	$926K	Sell	9,035 -409	-4%	-$42.7K	0.12%	178
2024 Q1	$1.02M	Sell	9,444 -3,107	-25%	-$309K	0.14%	170
2023 Q4	$1.14M	Sell	12,551 -3,195	-20%	-$283K	0.17%	148
2023 Q3	$1.32M	Buy	15,746 +150	+1%	+$12.5K	0.2%	121
2023 Q2	$1.28M	Sell	15,596 -398	-2%	-$32.9K	0.19%	136
2023 Q1	$1.33M	Buy	+15,994	New	+$1.39M	0.21%	122

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Nilsine Partners's KBWP Position: Q4 2025 in Review

Nilsine Partners sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q4 2025, closing a stake of 10,107 shares — an estimated $1.25M sold.

Nilsine Partners first reported a position in KBWP in Q1 2023 and held it in 10 quarters. The position peaked at $1.76M in Q3 2024. 57 funds tracked by Wall St. Rank hold KBWP as of Q4 2025.

Nilsine Partners reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q4 2025 after selling out during the quarter.
Nilsine Partners sold 10,107 Invesco KBW Property & Casualty Insurance ETF shares in Q4 2025, an estimated $1.25M.
Nilsine Partners first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2023 and held it in 10 quarters.
Nilsine Partners's Invesco KBW Property & Casualty Insurance ETF position peaked at $1.76M in Q3 2024.
57 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q4 2025.

Based on Nilsine Partners's 13F filing for Q4 2025, filed 15 Jan 2026.