Raymond James Financial
KBWP icon

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
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
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
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial's KBWP Position: Q1 2026 in Review

Raymond James Financial reduced its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 8.1% in Q1 2026, selling an estimated $300K and leaving 27,742 shares worth $3.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2936.

Raymond James Financial first reported a position in KBWP in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.3M in Q4 2024. 59 funds tracked by Wall St. Rank hold KBWP as of Q1 2026.

  • Raymond James Financial held 27,742 shares of Invesco KBW Property & Casualty Insurance ETF worth $3.3M as of Q1 2026.
  • Raymond James Financial sold 2,445 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2026, an estimated $300K.
  • Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2936 holding.
  • Raymond James Financial first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2024 and has held it in 6 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 Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.