Action Point Financial Planning’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Action Point Financial Planning’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	$10.1K	Buy	+80	New	+$9.63K	﹤0.01%	1450

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

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

Action Point Financial Planning opened a new position in Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q2 2026: 80 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #1450 among its holdings.

59 funds tracked by Wall St. Rank hold KBWP as of Q2 2026.

Action Point Financial Planning held 80 shares of Invesco KBW Property & Casualty Insurance ETF worth $10.1K as of Q2 2026.
Invesco KBW Property & Casualty Insurance ETF was a new Action Point Financial Planning position in Q2 2026.
Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1450 holding.
59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2026.

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