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Legacy Wealth Management (Idaho)’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Legacy Wealth Management (Idaho)’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
-28
Closed -$965 – 596
2026
Q1 		$965 Buy
+28
New +$3.44K ﹤0.01% 880

Other funds holding KBWP

LPL Financial
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
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RFS
RM Financial Services Falmouth, Maine $135M AUM
Morgan Stanley
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

Legacy Wealth Management (Idaho)'s KBWP Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q2 2026, closing a stake of 28 shares — an estimated $965 sold.

Legacy Wealth Management (Idaho) first reported a position in KBWP in Q1 2026 and held it in 1 quarter. The position peaked at $965 in Q1 2026. 59 funds tracked by Wall St. Rank hold KBWP as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 28 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2026, an estimated $965.
  • Legacy Wealth Management (Idaho) first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2026 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Invesco KBW Property & Casualty Insurance ETF position peaked at $965 in Q1 2026.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.