Action Point Financial Planning’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Action Point Financial Planning’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 Q2	$14.4K	Buy	+102	New	+$14K	﹤0.01%	1282

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

CAG

Curtis Advisory Group Santa Barbara, California $515M AUM 19.66% 1-Year Est. Return

Action Point Financial Planning's PKW Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Invesco BuyBack Achievers ETF (PKW) in Q2 2026: 102 shares worth $14.4K. The stake represents ﹤0.01% of the portfolio and ranks #1282 among its holdings.

251 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Action Point Financial Planning held 102 shares of Invesco BuyBack Achievers ETF worth $14.4K as of Q2 2026.
Invesco BuyBack Achievers ETF was a new Action Point Financial Planning position in Q2 2026.
Invesco BuyBack Achievers ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1282 holding.
251 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.