Prospera Financial Services’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Prospera Financial Services’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 Q3	–	Sell	-2,945	Closed	-$362K	–	1379
2025 Q2	$362K	Buy	+2,945	New	+$357K	0.01%	1027
2025 Q1	–	Sell	-2,934	Closed	-$341K	–	1210
2024 Q4	$341K	Buy	2,934 +1,037	+55%	+$123K	0.01%	882
2024 Q3	$219K	Buy	+1,897	New	+$208K	0.01%	1047
2023 Q3	–	Sell	-2,889	Closed	-$237K	–	1039
2023 Q2	$237K	Buy	+2,889	New	+$239K	0.01%	896

Other funds holding KBWP

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

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

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

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prospera Financial Services's KBWP Position: Q3 2025 in Review

Prospera Financial Services sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q3 2025, closing a stake of 2,945 shares — an estimated $362K sold.

Prospera Financial Services first reported a position in KBWP in Q2 2023 and held it in 4 quarters. The position peaked at $362K in Q2 2025. 67 funds tracked by Wall St. Rank hold KBWP as of Q3 2025.

Prospera Financial Services reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q3 2025 after selling out during the quarter.
Prospera Financial Services sold 2,945 Invesco KBW Property & Casualty Insurance ETF shares in Q3 2025, an estimated $362K.
Prospera Financial Services first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2023 and held it in 4 quarters.
Prospera Financial Services's Invesco KBW Property & Casualty Insurance ETF position peaked at $362K in Q2 2025.
67 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q3 2025.

Based on Prospera Financial Services's 13F filing for Q3 2025, filed 6 Nov 2025.