STACKSTONE WEALTH, LLC’s Invesco BuyBack Achievers ETF PKW Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio PKW Stock Details PKW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.03M	Buy	+7,170	New	+$1.06M	0.1%	179

Other funds holding PKW

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

SEA

Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return

BDL

Banque de Luxembourg Luxembourg $224M AUM 19.18% 1-Year Est. Return

STACKSTONE WEALTH, LLC's PKW Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Invesco BuyBack Achievers ETF (PKW) in Q3 2026: 7,170 shares worth $1.03M. The stake represents 0.1% of the portfolio and ranks #179 among its holdings.

39 funds tracked by Wall St. Rank hold PKW as of Q3 2026.

STACKSTONE WEALTH, LLC held 7,170 shares of Invesco BuyBack Achievers ETF worth $1.03M as of Q3 2026.
Invesco BuyBack Achievers ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Invesco BuyBack Achievers ETF made up 0.1% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #179 holding.
39 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.