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Regatta Research & Money Management’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Regatta Research & Money 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
Q2 		$34.6K Buy
+274
New +$33K 0.03% 321

Other funds holding KBWP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RFS
RM Financial Services Falmouth, Maine $135M AUM
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BFWM
Bright Futures Wealth Management Webster, Ny 14580, New York $155M AUM 32.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Regatta Research & Money Management's KBWP Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q2 2026: 274 shares worth $34.6K. The stake represents 0.03% of the portfolio and ranks #321 among its holdings.

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

  • Regatta Research & Money Management held 274 shares of Invesco KBW Property & Casualty Insurance ETF worth $34.6K as of Q2 2026.
  • Invesco KBW Property & Casualty Insurance ETF was a new Regatta Research & Money Management position in Q2 2026.
  • Invesco KBW Property & Casualty Insurance ETF made up 0.03% of Regatta Research & Money Management's portfolio in Q2 2026, its #321 holding.
  • 36 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.