Stegent Equity Advisors
KBWP icon

Stegent Equity Advisors’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Stegent Equity 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
2026
Q3 		$508K Sell
4,144
-398
-9% -$52.6K 0.4% 61
2026
Q2 		$576K Hold
4,542
– – 0.41% 59
2026
Q1 		$540K Sell
4,542
-504
-10% -$61.9K 0.46% 56
2025
Q4 		$642K Sell
5,046
-11,816
-70% -$1.45M 0.5% 54
2025
Q3 		$2.09M Sell
16,862
-8,546
-34% -$1.03M 1.7% 19
2025
Q2 		$3.12M Buy
25,408
+538
+2% +$65.2K 2.76% 9
2025
Q1 		$3.1M Buy
24,870
+8,701
+54% +$1.02M 3.14% 6
2024
Q4 		$1.88M Buy
16,169
+1,827
+13% +$217K 1.9% 16
2024
Q3 		$1.66M Sell
14,342
-977
-6% -$107K 1.83% 18
2024
Q2 		$1.57M Sell
15,319
-764
-5% -$79.7K 1.63% 24
2024
Q1 		$1.73M Sell
16,083
-4,814
-23% -$479K 1.76% 16
2023
Q4 		$1.89M Sell
20,897
-1,753
-8% -$155K 2.24% 14
2023
Q3 		$1.91M Sell
22,650
-821
-3% -$68.5K 2.41% 12
2023
Q2 		$1.92M Sell
23,471
-18,460
-44% -$1.53M 2.15% 14
2023
Q1 		$3.49M Buy
41,931
+11,581
+38% +$1.01M 3.47% 3
2022
Q4 		$2.61M Buy
30,350
+12,223
+67% +$1.02M 3.13% 5
2022
Q3 		$1.33M Sell
18,127
-1,997
-10% -$155K 2% 20
2022
Q2 		$1.63M Sell
20,124
-5,721
-22% -$476K 2.12% 11
2022
Q1 		$2.25M Sell
25,845
-2,160
-8% -$177K 1.9% 18
2021
Q4 		$2.23M Buy
+28,005
New +$2.2M 1.81% 21

Other funds holding KBWP

Redstone Wealth Management
Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Bright Futures Wealth Management
Bright Futures Wealth Management Webster, Ny 14580, New York $145M AUM 22.87% 1-Year Est. Return
RDA Financial Network
RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return
Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors Denver, Colorado $145M AUM 65.64% 1-Year Est. Return
Hudock Inc
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
Decker Retirement Planning
Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return

Stegent Equity Advisors's KBWP Position: Q3 2026 in Review

Stegent Equity Advisors reduced its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 8.8% in Q3 2026, selling an estimated $52.6K and leaving 4,144 shares worth $508K. The position accounts for 0.4% of the portfolio, ranked #61.

Stegent Equity Advisors first reported a position in KBWP in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.49M in Q1 2023. 8 funds tracked by Wall St. Rank hold KBWP as of Q3 2026.

  • Stegent Equity Advisors held 4,144 shares of Invesco KBW Property & Casualty Insurance ETF worth $508K as of Q3 2026.
  • Stegent Equity Advisors sold 398 Invesco KBW Property & Casualty Insurance ETF shares in Q3 2026, an estimated $52.6K.
  • Invesco KBW Property & Casualty Insurance ETF made up 0.4% of Stegent Equity Advisors's portfolio in Q3 2026, its #61 holding.
  • Stegent Equity Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2021 and has held it in 20 quarters since.
  • Stegent Equity Advisors's Invesco KBW Property & Casualty Insurance ETF position peaked at $3.49M in Q1 2023.
  • 8 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q3 2026.

Based on Stegent Equity Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.