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Oppenheimer & Co’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Oppenheimer & Co’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
-2,093
Closed -$259K – 1675
2025
Q3 		$259K Buy
2,093
+68
+3% +$8.16K ﹤0.01% 1445
2025
Q2 		$249K Buy
+2,025
New +$245K ﹤0.01% 1416
2024
Q2 		– Sell
-2,671
Closed -$288K – 1487
2024
Q1 		$288K Buy
+2,671
New +$266K ﹤0.01% 1203

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

Oppenheimer & Co's KBWP Position: Q4 2025 in Review

Oppenheimer & Co sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q4 2025, closing a stake of 2,093 shares — an estimated $259K sold.

Oppenheimer & Co first reported a position in KBWP in Q1 2024 and held it in 3 quarters. The position peaked at $288K in Q1 2024. 57 funds tracked by Wall St. Rank hold KBWP as of Q4 2025.

  • Oppenheimer & Co reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q4 2025 after selling out during the quarter.
  • Oppenheimer & Co sold 2,093 Invesco KBW Property & Casualty Insurance ETF shares in Q4 2025, an estimated $259K.
  • Oppenheimer & Co first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2024 and held it in 3 quarters.
  • Oppenheimer & Co's Invesco KBW Property & Casualty Insurance ETF position peaked at $288K in Q1 2024.
  • 57 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q4 2025.

Based on Oppenheimer & Co's 13F filing for Q4 2025, filed 2 Feb 2026.