Action Point Financial Planning’s Breakwave Tanker Shipping ETF BWET Stock Holding History

Action Point Financial Planning’s Portfolio BWET Stock Details BWET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$57.3K	Buy	+386	New	+$65K	0.01%	775

Other funds holding BWET

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Canton Hathaway Providence, Rhode Island $522M AUM 25.81% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Action Point Financial Planning's BWET Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Breakwave Tanker Shipping ETF (BWET) in Q2 2026: 386 shares worth $57.3K. The stake represents 0.01% of the portfolio and ranks #775 among its holdings.

12 funds tracked by Wall St. Rank hold BWET as of Q2 2026.

Action Point Financial Planning held 386 shares of Breakwave Tanker Shipping ETF worth $57.3K as of Q2 2026.
Breakwave Tanker Shipping ETF was a new Action Point Financial Planning position in Q2 2026.
Breakwave Tanker Shipping ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #775 holding.
12 funds tracked by Wall St. Rank held Breakwave Tanker Shipping ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.