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Principal Securities’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Principal Securities’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
-62
Closed -$7.67K – 2526
2025
Q3 		$7.67K Hold
62
– – ﹤0.01% 2819
2025
Q2 		$7.62K Hold
62
– – ﹤0.01% 2729
2025
Q1 		$7.2K Hold
62
– – ﹤0.01% 2652
2024
Q4 		$7.2K Hold
62
– – ﹤0.01% 2649
2024
Q3 		$7.16K Hold
62
– – ﹤0.01% 2556
2024
Q2 		$6.35K Hold
62
– – ﹤0.01% 2559
2024
Q1 		$6.68K Hold
62
– – ﹤0.01% 2497
2023
Q4 		$5.61K Buy
+62
New +$5.49K ﹤0.01% 2488

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

Principal Securities's KBWP Position: Q4 2025 in Review

Principal Securities sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q4 2025, closing a stake of 62 shares — an estimated $7.67K sold.

Principal Securities first reported a position in KBWP in Q4 2023 and held it in 8 quarters. The position peaked at $7.67K in Q3 2025. 57 funds tracked by Wall St. Rank hold KBWP as of Q4 2025.

  • Principal Securities reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 62 Invesco KBW Property & Casualty Insurance ETF shares in Q4 2025, an estimated $7.67K.
  • Principal Securities first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Invesco KBW Property & Casualty Insurance ETF position peaked at $7.67K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.