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Wealthspire Advisors (New York)’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-569
Closed -$70.4K – 2003
2025
Q3 		$70.4K Buy
+569
New +$68.3K ﹤0.01% 1125

Other funds holding KBWP

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KWM
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RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s KBWP Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q4 2025, closing a stake of 569 shares — an estimated $70.4K sold.

Wealthspire Advisors (New York) first reported a position in KBWP in Q3 2025 and held it in 1 quarter. The position peaked at $70.4K in Q3 2025. 57 funds tracked by Wall St. Rank hold KBWP as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 569 Invesco KBW Property & Casualty Insurance ETF shares in Q4 2025, an estimated $70.4K.
  • Wealthspire Advisors (New York) first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Invesco KBW Property & Casualty Insurance ETF position peaked at $70.4K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.