BFWM
KBWP icon

Bright Futures Wealth Management’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Bright Futures Wealth Management’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
Q1 		$2.27M Buy
+19,113
New +$2.35M 1.56% 13

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
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
RFS
RM Financial Services Falmouth, Maine $116M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Bright Futures Wealth Management's KBWP Position: Q1 2026 in Review

Bright Futures Wealth Management opened a new position in Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2026: 19,113 shares worth $2.27M. The stake represents 1.56% of the portfolio and ranks #13 among its holdings.

59 funds tracked by Wall St. Rank hold KBWP as of Q1 2026.

  • Bright Futures Wealth Management held 19,113 shares of Invesco KBW Property & Casualty Insurance ETF worth $2.27M as of Q1 2026.
  • Invesco KBW Property & Casualty Insurance ETF was a new Bright Futures Wealth Management position in Q1 2026.
  • Invesco KBW Property & Casualty Insurance ETF made up 1.56% of Bright Futures Wealth Management's portfolio in Q1 2026, its #13 holding.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2026.

Based on Bright Futures Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.