Vanguard Capital Wealth Advisors’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Vanguard Capital Wealth 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	$659K	Buy	+5,200	New	+$626K	0.45%	46
2019 Q3	–	Sell	-2,909	Closed	-$203K	–	129
2019 Q2	$203K	Buy	+2,909	New	+$195K	0.25%	109

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

Vanguard Capital Wealth Advisors's KBWP Position: Q2 2026 in Review

Vanguard Capital Wealth Advisors opened a new position in Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q2 2026: 5,200 shares worth $659K. The stake represents 0.45% of the portfolio and ranks #46 among its holdings. This is a return to the name: Vanguard Capital Wealth Advisors previously reported a position in KBWP as recently as Q2 2019.

Vanguard Capital Wealth Advisors first reported a position in KBWP in Q2 2019 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold KBWP as of Q2 2026.

Vanguard Capital Wealth Advisors held 5,200 shares of Invesco KBW Property & Casualty Insurance ETF worth $659K as of Q2 2026.
Invesco KBW Property & Casualty Insurance ETF was a new Vanguard Capital Wealth Advisors position in Q2 2026.
Invesco KBW Property & Casualty Insurance ETF made up 0.45% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #46 holding.
Vanguard Capital Wealth Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2019 and has held it in 2 quarters since.
59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.