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 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

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

Stegent Equity Advisors's KBWP Position: Q2 2026 in Review

Stegent Equity Advisors held its Invesco KBW Property & Casualty Insurance ETF (KBWP) position steady in Q2 2026 at 4,542 shares worth $576K. The position accounts for 0.41% of the portfolio, ranked #59.

Stegent Equity Advisors first reported a position in KBWP in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.49M in Q1 2023. 59 funds tracked by Wall St. Rank hold KBWP as of Q2 2026.

Stegent Equity Advisors held 4,542 shares of Invesco KBW Property & Casualty Insurance ETF worth $576K as of Q2 2026.
Stegent Equity Advisors left its Invesco KBW Property & Casualty Insurance ETF share count unchanged in Q2 2026.
Invesco KBW Property & Casualty Insurance ETF made up 0.41% of Stegent Equity Advisors's portfolio in Q2 2026, its #59 holding.
Stegent Equity Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2021 and has held it in 19 quarters since.
Stegent Equity Advisors's Invesco KBW Property & Casualty Insurance ETF position peaked at $3.49M in Q1 2023.
59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2026.

Based on Stegent Equity Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.