Osaic Holdings
KBWP icon

Osaic Holdings’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Osaic Holdings’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 		$290K Sell
2,429
-3,386
-58% -$416K ﹤0.01% 3832
2025
Q4 		$741K Sell
5,815
-5,157
-47% -$633K ﹤0.01% 2982
2025
Q3 		$1.34M Sell
10,972
-746
-6% -$89.6K ﹤0.01% 2536
2025
Q2 		$1.44M Buy
11,718
+1,955
+20% +$237K ﹤0.01% 2193
2025
Q1 		$1.22M Buy
9,763
+2,023
+26% +$236K ﹤0.01% 2073
2024
Q4 		$898K Buy
7,740
+1,140
+17% +$135K ﹤0.01% 2285
2024
Q3 		$763K Sell
6,600
-186
-3% -$20.4K ﹤0.01% 2488
2024
Q2 		$695K Sell
6,786
-3,522
-34% -$368K ﹤0.01% 2487
2024
Q1 		$1.11M Buy
10,308
+4,973
+93% +$495K ﹤0.01% 2235
2023
Q4 		$483K Buy
5,335
+299
+6% +$26.5K ﹤0.01% 3201
2023
Q3 		$424K Sell
5,036
-7,655
-60% -$638K ﹤0.01% 3393
2023
Q2 		$1.04M Sell
12,691
-1,194
-9% -$98.8K ﹤0.01% 2487
2023
Q1 		$1.16M Buy
13,885
+5,558
+67% +$484K ﹤0.01% 2315
2022
Q4 		$716K Sell
8,327
-622
-7% -$52K ﹤0.01% 2700
2022
Q3 		$657K Buy
8,949
+99
+1% +$7.7K ﹤0.01% 2617
2022
Q2 		$718K Buy
8,850
+779
+10% +$64.8K ﹤0.01% 2586
2022
Q1 		$702K Sell
8,071
-405
-5% -$33.2K ﹤0.01% 2894
2021
Q4 		$678K Buy
8,476
+233
+3% +$18.3K ﹤0.01% 2768
2021
Q3 		$628K Buy
8,243
+946
+13% +$73.7K ﹤0.01% 2802
2021
Q2 		$556K Sell
7,297
-12,909
-64% -$1.01M ﹤0.01% 2913
2021
Q1 		$1.52M Buy
20,206
+13,257
+191% +$942K ﹤0.01% 1861
2020
Q4 		$474K Sell
6,949
-1,491
-18% -$94.4K ﹤0.01% 2693
2020
Q3 		$476K Buy
8,440
+576
+7% +$33.6K ﹤0.01% 2473
2020
Q2 		$442K Sell
7,864
-44,752
-85% -$2.42M ﹤0.01% 2454
2020
Q1 		$421K Buy
+52,616
New +$3.5M ﹤0.01% 2243

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
MA
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
RFS
RM Financial Services Falmouth, Maine $116M AUM
Raymond James Financial
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

Osaic Holdings's KBWP Position: Q1 2026 in Review

Osaic Holdings reduced its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 58% in Q1 2026, selling an estimated $416K and leaving 2,429 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #3832.

Osaic Holdings first reported a position in KBWP in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.52M in Q1 2021. 59 funds tracked by Wall St. Rank hold KBWP as of Q1 2026.

  • Osaic Holdings held 2,429 shares of Invesco KBW Property & Casualty Insurance ETF worth $290K as of Q1 2026.
  • Osaic Holdings sold 3,386 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2026, an estimated $416K.
  • Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3832 holding.
  • Osaic Holdings first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Invesco KBW Property & Casualty Insurance ETF position peaked at $1.52M in Q1 2021.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.