Sound Income Strategies’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Sound Income Strategies’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	–	Sell	-1,309	Closed	-$155K	–	1499
2026 Q1	$155K	Hold	1,309	–	–	0.01%	477
2025 Q4	$159K	Buy	1,309 +1,305	+32,625%	+$160K	0.01%	473
2025 Q3	$495	Hold	4	–	–	﹤0.01%	1537
2025 Q2	$491	Buy	+4	New	+$485	﹤0.01%	1460

Other funds holding KBWP

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

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

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

RFS

RM Financial Services Falmouth, Maine $135M AUM

FFN

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BFWM

Bright Futures Wealth Management Webster, Ny 14580, New York $155M AUM 32.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Sound Income Strategies's KBWP Position: Q2 2026 in Review

Sound Income Strategies sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q2 2026, closing a stake of 1,309 shares — an estimated $155K sold.

Sound Income Strategies first reported a position in KBWP in Q2 2025 and held it in 4 quarters. The position peaked at $159K in Q4 2025. 34 funds tracked by Wall St. Rank hold KBWP as of Q2 2026.

Sound Income Strategies reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 1,309 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2026, an estimated $155K.
Sound Income Strategies first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2025 and held it in 4 quarters.
Sound Income Strategies's Invesco KBW Property & Casualty Insurance ETF position peaked at $159K in Q4 2025.
34 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.