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Wellington Shields & Co’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Wellington Shields & Co’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
Q3 		– Sell
-2,199
Closed -$270K – 333
2025
Q2 		$270K Buy
+2,199
New +$266K 0.08% 191

Other funds holding KBWP

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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
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
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellington Shields & Co's KBWP Position: Q3 2025 in Review

Wellington Shields & Co sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q3 2025, closing a stake of 2,199 shares — an estimated $270K sold.

Wellington Shields & Co first reported a position in KBWP in Q2 2025 and held it in 1 quarter. The position peaked at $270K in Q2 2025. 67 funds tracked by Wall St. Rank hold KBWP as of Q3 2025.

  • Wellington Shields & Co reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q3 2025 after selling out during the quarter.
  • Wellington Shields & Co sold 2,199 Invesco KBW Property & Casualty Insurance ETF shares in Q3 2025, an estimated $270K.
  • Wellington Shields & Co first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2025 and held it in 1 quarter.
  • Wellington Shields & Co's Invesco KBW Property & Casualty Insurance ETF position peaked at $270K in Q2 2025.
  • 67 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q3 2025.

Based on Wellington Shields & Co's 13F filing for Q3 2025, filed 5 Nov 2025.