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RM Financial Services’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

RM Financial Services’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 		$4.12M Buy
32,525
+706
+2% +$85K 3.06% 10
2026
Q1 		$3.79M Buy
31,819
+8,324
+35% +$1.02M 3.27% 10
2025
Q4 		$2.99M Buy
+23,495
New +$2.88M 2.65% 11

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
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RM Financial Services's KBWP Position: Q2 2026 in Review

RM Financial Services increased its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 2.2% in Q2 2026, buying an estimated $85K and bringing the position to 32,525 shares worth $4.12M. The position accounts for 3.06% of the portfolio, ranked #10.

RM Financial Services first reported a position in KBWP in Q4 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold KBWP as of Q2 2026.

  • RM Financial Services held 32,525 shares of Invesco KBW Property & Casualty Insurance ETF worth $4.12M as of Q2 2026.
  • RM Financial Services bought 706 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2026, an estimated $85K.
  • Invesco KBW Property & Casualty Insurance ETF made up 3.06% of RM Financial Services's portfolio in Q2 2026, its #10 holding.
  • RM Financial Services first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2026.

Based on RM Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.