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WBI Investments’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

WBI Investments’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 		– Sell
-4,692
Closed -$597K – 351
2025
Q4 		$597K Buy
4,692
+1,804
+62% +$221K 0.16% 181
2025
Q3 		$357K Buy
2,888
+563
+24% +$67.6K 0.09% 232
2025
Q2 		$286K Buy
2,325
+20
+0.9% +$2.42K 0.07% 216
2025
Q1 		$287K Sell
2,305
-368
-14% -$42.9K 0.08% 188
2024
Q4 		$310K Buy
2,673
+187
+8% +$22.2K 0.08% 179
2024
Q3 		$287K Buy
2,486
+255
+11% +$27.9K 0.07% 217
2024
Q2 		$229K Buy
2,231
+140
+7% +$14.6K 0.06% 157
2024
Q1 		$225K Buy
+2,091
New +$208K 0.05% 187

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

WBI Investments's KBWP Position: Q1 2026 in Review

WBI Investments sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2026, closing a stake of 4,692 shares — an estimated $597K sold.

WBI Investments first reported a position in KBWP in Q1 2024 and held it in 8 quarters. The position peaked at $597K in Q4 2025. 59 funds tracked by Wall St. Rank hold KBWP as of Q1 2026.

  • WBI Investments reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q1 2026 after selling out during the quarter.
  • WBI Investments sold 4,692 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2026, an estimated $597K.
  • WBI Investments first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2024 and held it in 8 quarters.
  • WBI Investments's Invesco KBW Property & Casualty Insurance ETF position peaked at $597K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.