Wells Fargo’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Wells Fargo’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	$6.06K	Buy	51 +50	+5,000%	+$6.14K	﹤0.01%	6076
2025 Q4	$97	Buy	+1	New	+$123	﹤0.01%	6434
2025 Q3	–	Hold	0	–	–	–	6595
2025 Q2	–	Sell	-346	Closed	-$41.9K	–	6622
2025 Q1	$43.1K	Buy	346 +345	+34,500%	+$40.3K	﹤0.01%	5450
2024 Q4	$81	Sell	1 -7	-88%	-$831	﹤0.01%	6440
2024 Q3	$885	Sell	8 -95	-92%	-$10.4K	﹤0.01%	6135
2024 Q2	$10.5K	Buy	103 +7	+7%	+$731	﹤0.01%	5727
2024 Q1	$10.3K	Sell	96 -225	-70%	-$22.4K	﹤0.01%	5752
2023 Q4	$29K	Sell	321 -1,384	-81%	-$123K	﹤0.01%	5492
2023 Q3	$143K	Sell	1,705 -136	-7%	-$11.3K	﹤0.01%	4558
2023 Q2	$151K	Buy	1,841 +1	+0.1%	+$83	﹤0.01%	4767
2023 Q1	$153K	Sell	1,840 -1	-0.1%	-$87	﹤0.01%	4590
2022 Q4	$158K	Hold	1,841	–	–	﹤0.01%	4298
2022 Q3	$135K	Buy	1,841 +135	+8%	+$10.5K	﹤0.01%	4451
2022 Q2	$138K	Hold	1,706	–	–	﹤0.01%	4467
2022 Q1	$149K	Buy	+1,706	New	+$140K	﹤0.01%	5130
2021 Q4	–	Sell	-1	Closed	-$79	–	7530
2021 Q3	$0	Sell	1 -249	-100%	-$19.4K	﹤0.01%	7254
2021 Q2	$19K	Sell	250 -300	-55%	-$23.4K	﹤0.01%	5923
2021 Q1	$41K	Hold	550	–	–	﹤0.01%	5904
2020 Q4	$38K	Sell	550 -1,826	-77%	-$116K	﹤0.01%	5682
2020 Q3	$134K	Buy	2,376 +670	+39%	+$39K	﹤0.01%	5145
2020 Q2	$96K	Hold	1,706	–	–	﹤0.01%	5239
2020 Q1	$91K	Sell	1,706 -136	-7%	-$9.04K	﹤0.01%	5108
2019 Q4	$132K	Hold	1,842	–	–	﹤0.01%	5174
2019 Q3	$136K	Buy	1,842 +137	+8%	+$9.85K	﹤0.01%	5174
2019 Q2	$119K	Sell	1,705 -1	-0.1%	-$67	﹤0.01%	5232
2019 Q1	$106K	Buy	1,706 +1	+0.1%	+$61	﹤0.01%	5110
2018 Q4	$97K	Sell	1,705 -77	-4%	-$4.59K	﹤0.01%	5294
2018 Q3	$114K	Hold	1,782	–	–	﹤0.01%	5303
2018 Q2	$106K	Sell	1,782 -131	-7%	-$8.02K	﹤0.01%	5351
2018 Q1	$119K	Hold	1,913	–	–	﹤0.01%	5235
2017 Q4	$114K	Buy	1,913 +131	+7%	+$7.79K	﹤0.01%	5248
2017 Q3	$103K	Buy	1,782 +77	+5%	+$4.5K	﹤0.01%	5220
2017 Q2	$99K	Hold	1,705	–	–	﹤0.01%	5176
2017 Q1	$97K	Hold	1,705	–	–	﹤0.01%	5216
2016 Q4	$95K	Hold	1,705	–	–	﹤0.01%	5175
2016 Q3	$86K	Hold	1,705	–	–	﹤0.01%	5006
2016 Q2	$85K	Buy	+1,705	New	+$82.8K	﹤0.01%	4925
2015 Q4	–	Sell	-1,000	Closed	-$46K	–	6324
2015 Q3	$46K	Hold	1,000	–	–	﹤0.01%	5296
2015 Q2	$44K	Sell	1,000 -300	-23%	-$13.1K	﹤0.01%	5361
2015 Q1	$57K	Hold	1,300	–	–	﹤0.01%	4959
2014 Q4	$55K	Hold	1,300	–	–	﹤0.01%	4980
2014 Q3	$51K	Hold	1,300	–	–	﹤0.01%	4930
2014 Q2	$51K	Hold	1,300	–	–	﹤0.01%	4967
2014 Q1	$49K	Hold	1,300	–	–	﹤0.01%	4934
2013 Q4	$51K	Buy	+1,300	New	+$49.6K	﹤0.01%	4741

Other funds holding KBWP

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

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

RFS

RM Financial Services Falmouth, Maine $116M AUM

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

Wells Fargo's KBWP Position: Q1 2026 in Review

Wells Fargo increased its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 5,000% in Q1 2026, buying an estimated $6.14K and bringing the position to 51 shares worth $6.06K. The position accounts for ﹤0.01% of the portfolio, ranked #6076.

Wells Fargo first reported a position in KBWP in Q4 2013 and has held it in 45 quarters since. The position peaked at $158K in Q4 2022. 59 funds tracked by Wall St. Rank hold KBWP as of Q1 2026.

Wells Fargo held 51 shares of Invesco KBW Property & Casualty Insurance ETF worth $6.06K as of Q1 2026.
Wells Fargo bought 50 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2026, an estimated $6.14K.
Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #6076 holding.
Wells Fargo first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2013 and has held it in 45 quarters since.
Wells Fargo's Invesco KBW Property & Casualty Insurance ETF position peaked at $158K in Q4 2022.
59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.