RDA Financial Network’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

RDA Financial Network’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	$640K	Hold	5,050	–	–	0.14%	136
2026 Q1	$601K	Hold	5,050	–	–	0.15%	142
2025 Q4	$643K	Hold	5,050	–	–	0.15%	132
2025 Q3	$625K	Hold	5,050	–	–	0.15%	131
2025 Q2	$620K	Hold	5,050	–	–	0.17%	126
2025 Q1	$629K	Sell	5,050 -300	-6%	-$35K	0.19%	116
2024 Q4	$621K	Hold	5,350	–	–	0.18%	119
2024 Q3	$618K	Hold	5,350	–	–	0.19%	122
2024 Q2	$548K	Hold	5,350	–	–	0.18%	127
2024 Q1	$576K	Hold	5,350	–	–	0.2%	122
2023 Q4	$484K	Hold	5,350	–	–	0.18%	128
2023 Q3	$450K	Hold	5,350	–	–	0.19%	118
2023 Q2	$438K	Hold	5,350	–	–	0.18%	117
2023 Q1	$445K	Hold	5,350	–	–	0.2%	115
2022 Q4	$460K	Sell	5,350 -600	-10%	-$50.2K	0.23%	103
2022 Q3	$438K	Hold	5,950	–	–	0.24%	105
2022 Q2	$483K	Hold	5,950	–	–	0.24%	103
2022 Q1	$518K	Hold	5,950	–	–	0.22%	110
2021 Q4	$475K	Hold	5,950	–	–	0.19%	121
2021 Q3	$452K	Hold	5,950	–	–	0.2%	120
2021 Q2	$454K	Hold	5,950	–	–	0.2%	118
2021 Q1	$447K	Hold	5,950	–	–	0.19%	125
2020 Q4	$406K	Buy	5,950 +250	+4%	+$15.8K	0.18%	130
2020 Q3	$321K	Sell	5,700 -250	-4%	-$14.6K	0.15%	146
2020 Q2	$334K	Buy	5,950 +2,125	+56%	+$115K	0.17%	135
2020 Q1	$203K	Hold	3,825	–	–	0.12%	169
2019 Q4	$275K	Hold	3,825	–	–	0.11%	188
2019 Q3	$272K	Hold	3,825	–	–	0.12%	181
2019 Q2	$275K	Hold	3,825	–	–	0.12%	176
2019 Q1	$243K	Buy	+3,825	New	+$232K	0.11%	180

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

RDA Financial Network's KBWP Position: Q2 2026 in Review

RDA Financial Network held its Invesco KBW Property & Casualty Insurance ETF (KBWP) position steady in Q2 2026 at 5,050 shares worth $640K. The position accounts for 0.14% of the portfolio, ranked #136.

RDA Financial Network first reported a position in KBWP in Q1 2019 and has held it in 30 quarters since. The position peaked at $643K in Q4 2025. 59 funds tracked by Wall St. Rank hold KBWP as of Q2 2026.

RDA Financial Network held 5,050 shares of Invesco KBW Property & Casualty Insurance ETF worth $640K as of Q2 2026.
RDA Financial Network left its Invesco KBW Property & Casualty Insurance ETF share count unchanged in Q2 2026.
Invesco KBW Property & Casualty Insurance ETF made up 0.14% of RDA Financial Network's portfolio in Q2 2026, its #136 holding.
RDA Financial Network first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2019 and has held it in 30 quarters since.
RDA Financial Network's Invesco KBW Property & Casualty Insurance ETF position peaked at $643K in Q4 2025.
59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.