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

Outlook Wealth 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
2025 Q4	–	Sell	-8,397	Closed	-$1.04M	–	307
2025 Q3	$1.04M	Buy	+8,397	New	+$1.01M	0.26%	84

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

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Outlook Wealth Advisors's KBWP Position: Q4 2025 in Review

Outlook Wealth Advisors sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q4 2025, closing a stake of 8,397 shares — an estimated $1.04M sold.

Outlook Wealth Advisors first reported a position in KBWP in Q3 2025 and held it in 1 quarter. The position peaked at $1.04M in Q3 2025. 57 funds tracked by Wall St. Rank hold KBWP as of Q4 2025.

Outlook Wealth Advisors reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q4 2025 after selling out during the quarter.
Outlook Wealth Advisors sold 8,397 Invesco KBW Property & Casualty Insurance ETF shares in Q4 2025, an estimated $1.04M.
Outlook Wealth Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q3 2025 and held it in 1 quarter.
Outlook Wealth Advisors's Invesco KBW Property & Casualty Insurance ETF position peaked at $1.04M in Q3 2025.
57 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q4 2025.

Based on Outlook Wealth Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.