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Swan Capital’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Swan Capital’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
2025
Q2 		– Sell
-10
Closed -$1.26K – 491
2025
Q1 		$1.26K Hold
10
– – ﹤0.01% 272
2024
Q4 		$1.17K Buy
+10
New +$1.19K ﹤0.01% 272

Other funds holding KBWP

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

Swan Capital's KBWP Position: Q2 2025 in Review

Swan Capital sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q2 2025, closing a stake of 10 shares — an estimated $1.26K sold.

Swan Capital first reported a position in KBWP in Q4 2024 and held it in 2 quarters. The position peaked at $1.26K in Q1 2025. 68 funds tracked by Wall St. Rank hold KBWP as of Q2 2025.

  • Swan Capital reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q2 2025 after selling out during the quarter.
  • Swan Capital sold 10 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2025, an estimated $1.26K.
  • Swan Capital first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2024 and held it in 2 quarters.
  • Swan Capital's Invesco KBW Property & Casualty Insurance ETF position peaked at $1.26K in Q1 2025.
  • 68 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2025.

Based on Swan Capital's 13F filing for Q2 2025, filed 14 Aug 2025.