PAG
KBWP icon

Private Advisor Group’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Private Advisor Group’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 		– Sell
-10,507
Closed -$1.34M – 2786
2025
Q4 		$1.34M Buy
10,507
+14
+0.1% +$1.72K 0.01% 1244
2025
Q3 		$1.3M Sell
10,493
-5,312
-34% -$638K 0.01% 1224
2025
Q2 		$1.94M Buy
+15,805
New +$1.92M 0.01% 978
2025
Q1 		– Sell
-4,062
Closed -$471K – 2364
2024
Q4 		$471K Sell
4,062
-3,284
-45% -$390K ﹤0.01% 1615
2024
Q3 		$849K Buy
+7,346
New +$805K 0.01% 1322
2024
Q2 		– Sell
-8,712
Closed -$939K – 2405
2024
Q1 		$939K Buy
+8,712
New +$867K 0.01% 1184
2023
Q3 		– Sell
-5,472
Closed -$448K – 2335
2023
Q2 		$448K Sell
5,472
-5,305
-49% -$439K ﹤0.01% 1417
2023
Q1 		$897K Buy
10,777
+129
+1% +$11.2K 0.01% 1046
2022
Q4 		$916 Buy
10,648
+2,224
+26% +$186K ﹤0.01% 1256
2022
Q3 		$620K Buy
8,424
+3,066
+57% +$238K 0.01% 1134
2022
Q2 		$435K Buy
5,358
+367
+7% +$30.5K ﹤0.01% 1477
2022
Q1 		$435K Buy
+4,991
New +$410K ﹤0.01% 1492

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

Private Advisor Group's KBWP Position: Q1 2026 in Review

Private Advisor Group sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2026, closing a stake of 10,507 shares — an estimated $1.34M sold.

Private Advisor Group first reported a position in KBWP in Q1 2022 and held it in 12 quarters. The position peaked at $1.94M in Q2 2025. 59 funds tracked by Wall St. Rank hold KBWP as of Q1 2026.

  • Private Advisor Group reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q1 2026 after selling out during the quarter.
  • Private Advisor Group sold 10,507 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2026, an estimated $1.34M.
  • Private Advisor Group first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2022 and held it in 12 quarters.
  • Private Advisor Group's Invesco KBW Property & Casualty Insurance ETF position peaked at $1.94M in Q2 2025.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.