WFA of San Diego’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

WFA of San Diego’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 Q2	–	Sell	-204	Closed	-$24.3K	–	239
2026 Q1	$24.3K	Sell	204 -50	-20%	-$6.14K	0.02%	242
2025 Q4	$32.3K	Hold	254	–	–	0.02%	229
2025 Q3	$31.4K	Sell	254 -5	-2%	-$600	0.02%	246
2025 Q2	$31.8K	Buy	+259	New	+$31.4K	0.02%	242
2024 Q3	$24.7K	Buy	214 +49	+30%	+$5.37K	0.02%	229
2024 Q2	$16.9K	Buy	+165	New	+$17.2K	0.02%	256
2023 Q3	$1.35K	Buy	+16	New	+$1.33K	﹤0.01%	360

Other funds holding KBWP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RFS

RM Financial Services Falmouth, Maine $135M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

WFA of San Diego's KBWP Position: Q2 2026 in Review

WFA of San Diego sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q2 2026, closing a stake of 204 shares — an estimated $24.3K sold.

WFA of San Diego first reported a position in KBWP in Q3 2023 and held it in 7 quarters. The position peaked at $32.3K in Q4 2025. 59 funds tracked by Wall St. Rank hold KBWP as of Q2 2026.

WFA of San Diego reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 204 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2026, an estimated $24.3K.
WFA of San Diego first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q3 2023 and held it in 7 quarters.
WFA of San Diego's Invesco KBW Property & Casualty Insurance ETF position peaked at $32.3K in Q4 2025.
59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.