Western Financial Corp’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Western Financial Corp’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	-2,362	Closed	-$290K	–	125
2025 Q2	$290K	Buy	+2,362	New	+$286K	0.16%	112
2025 Q1	–	Sell	-3,180	Closed	-$369K	–	129
2024 Q4	$369K	Buy	+3,180	New	+$377K	0.2%	102
2023 Q3	–	Sell	-3,738	Closed	-$306K	–	117
2023 Q2	$306K	Buy	3,738 +73	+2%	+$6.04K	0.21%	101
2023 Q1	$305K	Buy	+3,665	New	+$319K	0.22%	103

Other funds holding KBWP

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Western Financial Corp's KBWP Position: Q3 2025 in Review

Western Financial Corp sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q3 2025, closing a stake of 2,362 shares — an estimated $290K sold.

Western Financial Corp first reported a position in KBWP in Q1 2023 and held it in 4 quarters. The position peaked at $369K in Q4 2024. 67 funds tracked by Wall St. Rank hold KBWP as of Q3 2025.

Western Financial Corp reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q3 2025 after selling out during the quarter.
Western Financial Corp sold 2,362 Invesco KBW Property & Casualty Insurance ETF shares in Q3 2025, an estimated $290K.
Western Financial Corp first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2023 and held it in 4 quarters.
Western Financial Corp's Invesco KBW Property & Casualty Insurance ETF position peaked at $369K in Q4 2024.
67 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q3 2025.

Based on Western Financial Corp's 13F filing for Q3 2025, filed 21 Oct 2025.