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Williams & Novak’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Williams & Novak’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
-1,997
Closed -$247K – 151
2025
Q3 		$247K Sell
1,997
-4,826
-71% -$579K 0.19% 102
2025
Q2 		$838K Buy
+6,823
New +$827K 0.71% 43

Other funds holding KBWP

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
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 $14.7B AUM 47% 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

Williams & Novak's KBWP Position: Q4 2025 in Review

Williams & Novak sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q4 2025, closing a stake of 1,997 shares — an estimated $247K sold.

Williams & Novak first reported a position in KBWP in Q2 2025 and held it in 2 quarters. The position peaked at $838K in Q2 2025. 57 funds tracked by Wall St. Rank hold KBWP as of Q4 2025.

  • Williams & Novak reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q4 2025 after selling out during the quarter.
  • Williams & Novak sold 1,997 Invesco KBW Property & Casualty Insurance ETF shares in Q4 2025, an estimated $247K.
  • Williams & Novak first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2025 and held it in 2 quarters.
  • Williams & Novak's Invesco KBW Property & Casualty Insurance ETF position peaked at $838K in Q2 2025.
  • 57 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q4 2025.

Based on Williams & Novak's 13F filing for Q4 2025, filed 5 Feb 2026.