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

Virtue Capital Management’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	$322K	Buy	2,537 +770	+44%	+$92.7K	0.04%	263
2026 Q1	$210K	Buy	+1,767	New	+$217K	0.03%	313
2025 Q4	–	Sell	-87,318	Closed	-$4.43M	–	331
2025 Q3	$4.43M	Buy	87,318 +84,651	+3,174%	+$10.2M	0.71%	28
2025 Q2	$328K	Sell	2,667 -941	-26%	-$114K	0.06%	187
2025 Q1	$449K	Buy	3,608 +1,637	+83%	+$191K	0.05%	282
2024 Q4	$229K	Sell	1,971 -5,299	-73%	-$629K	0.05%	225
2024 Q3	$840K	Buy	+7,270	New	+$797K	0.17%	100

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

Virtue Capital Management's KBWP Position: Q2 2026 in Review

Virtue Capital Management increased its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 44% in Q2 2026, buying an estimated $92.7K and bringing the position to 2,537 shares worth $322K. The position accounts for 0.04% of the portfolio, ranked #263.

Virtue Capital Management first reported a position in KBWP in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.43M in Q3 2025. 59 funds tracked by Wall St. Rank hold KBWP as of Q2 2026.

Virtue Capital Management held 2,537 shares of Invesco KBW Property & Casualty Insurance ETF worth $322K as of Q2 2026.
Virtue Capital Management bought 770 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2026, an estimated $92.7K.
Invesco KBW Property & Casualty Insurance ETF made up 0.04% of Virtue Capital Management's portfolio in Q2 2026, its #263 holding.
Virtue Capital Management first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q3 2024 and has held it in 7 quarters since.
Virtue Capital Management's Invesco KBW Property & Casualty Insurance ETF position peaked at $4.43M in Q3 2025.
59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2026.

Based on Virtue Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.