Raymond James Financial’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Raymond James Financial’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 Q2	$1.29M	Sell	10,195 -17,547	-63%	-$2.11M	﹤0.01%	3806
2026 Q1	$3.3M	Sell	27,742 -2,445	-8%	-$300K	﹤0.01%	2936
2025 Q4	$3.84M	Sell	30,187 -52,210	-63%	-$6.4M	﹤0.01%	2711
2025 Q3	$10.2M	Sell	82,397 -17,780	-18%	-$2.13M	﹤0.01%	1906
2025 Q2	$12.3M	Buy	100,177 +64,399	+180%	+$7.8M	﹤0.01%	1718
2025 Q1	$4.46M	Sell	35,778 -87,037	-71%	-$10.2M	﹤0.01%	2414
2024 Q4	$14.3M	Buy	+122,815	New	+$14.6M	0.01%	1565

Other funds holding KBWP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RFS

RM Financial Services Falmouth, Maine $135M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Raymond James Financial's KBWP Position: Q2 2026 in Review

Raymond James Financial reduced its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 63% in Q2 2026, selling an estimated $2.11M and leaving 10,195 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #3806.

Raymond James Financial first reported a position in KBWP in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.3M in Q4 2024. 59 funds tracked by Wall St. Rank hold KBWP as of Q2 2026.

Raymond James Financial held 10,195 shares of Invesco KBW Property & Casualty Insurance ETF worth $1.29M as of Q2 2026.
Raymond James Financial sold 17,547 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2026, an estimated $2.11M.
Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3806 holding.
Raymond James Financial first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Invesco KBW Property & Casualty Insurance ETF position peaked at $14.3M in Q4 2024.
59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.