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

PCG 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	-1,620	Closed	-$200K	–	154
2025 Q3	$200K	Buy	+1,620	New	+$194K	0.06%	147
2025 Q2	–	Sell	-13,997	Closed	-$1.74M	–	119
2025 Q1	$1.74M	Sell	13,997 -88	-0.6%	-$10.3K	0.61%	52
2024 Q4	$1.63M	Buy	+14,085	New	+$1.67M	0.6%	51

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

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

PCG Wealth Advisors sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q4 2025, closing a stake of 1,620 shares — an estimated $200K sold.

PCG Wealth Advisors first reported a position in KBWP in Q4 2024 and held it in 3 quarters. The position peaked at $1.74M in Q1 2025. 57 funds tracked by Wall St. Rank hold KBWP as of Q4 2025.

PCG Wealth Advisors reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q4 2025 after selling out during the quarter.
PCG Wealth Advisors sold 1,620 Invesco KBW Property & Casualty Insurance ETF shares in Q4 2025, an estimated $200K.
PCG Wealth Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2024 and held it in 3 quarters.
PCG Wealth Advisors's Invesco KBW Property & Casualty Insurance ETF position peaked at $1.74M in Q1 2025.
57 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q4 2025.

Based on PCG Wealth Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.