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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
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Stegent Equity Advisors's KBWP Position: Q1 2026 in Review

Stegent Equity Advisors reduced its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 10% in Q1 2026, selling an estimated $61.9K and leaving 4,542 shares worth $540K. The position accounts for 0.46% of the portfolio, ranked #56.

Stegent Equity Advisors first reported a position in KBWP in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.49M in Q1 2023. 59 funds tracked by Wall St. Rank hold KBWP as of Q1 2026.

  • Stegent Equity Advisors held 4,542 shares of Invesco KBW Property & Casualty Insurance ETF worth $540K as of Q1 2026.
  • Stegent Equity Advisors sold 504 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2026, an estimated $61.9K.
  • Invesco KBW Property & Casualty Insurance ETF made up 0.46% of Stegent Equity Advisors's portfolio in Q1 2026, its #56 holding.
  • Stegent Equity Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2021 and has held it in 18 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 Q1 2026.

Based on Stegent Equity Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.