Prosperity Capital Advisors’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Prosperity Capital 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 Q2	–	Sell	-20,454	Closed	-$2.56M	–	391
2025 Q1	$2.56M	Buy	20,454 +13,104	+178%	+$1.53M	0.2%	79
2024 Q4	$853K	Sell	7,350 -787	-10%	-$93.4K	0.07%	168
2024 Q3	$940K	Buy	8,137 +5,837	+254%	+$640K	0.08%	166
2024 Q2	$236K	Sell	2,300 -9,698	-81%	-$1.01M	0.03%	282
2024 Q1	$1.29M	Buy	11,998 +2,979	+33%	+$297K	0.15%	111
2023 Q4	$816K	Buy	+9,019	New	+$799K	0.09%	114

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

Prosperity Capital Advisors's KBWP Position: Q2 2025 in Review

Prosperity Capital Advisors sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q2 2025, closing a stake of 20,454 shares — an estimated $2.56M sold.

Prosperity Capital Advisors first reported a position in KBWP in Q4 2023 and held it in 6 quarters. The position peaked at $2.56M in Q1 2025. 68 funds tracked by Wall St. Rank hold KBWP as of Q2 2025.

Prosperity Capital Advisors reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q2 2025 after selling out during the quarter.
Prosperity Capital Advisors sold 20,454 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2025, an estimated $2.56M.
Prosperity Capital Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2023 and held it in 6 quarters.
Prosperity Capital Advisors's Invesco KBW Property & Casualty Insurance ETF position peaked at $2.56M in Q1 2025.
68 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2025.

Based on Prosperity Capital Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.