AE Wealth Management
PKW icon

AE Wealth Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

AE Wealth Management’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 		$14.3K Sell
100
-3
-3% -$444 ﹤0.01% 2432
2026
Q2 		$14.6K Buy
103
+88
+587% +$12.1K ﹤0.01% 2320
2026
Q1 		$1.97K Hold
15
– – ﹤0.01% 2470
2025
Q4 		$2.02K Hold
15
– – ﹤0.01% 2337
2025
Q3 		$1.99K Sell
15
-1
-6% -$128 ﹤0.01% 2173
2025
Q2 		$1.98K Buy
+16
New +$1.83K ﹤0.01% 2047
2024
Q1 		– Sell
-2,279
Closed -$228K – 1760
2023
Q4 		$228K Sell
2,279
-84,650
-97% -$7.74M ﹤0.01% 1833
2023
Q3 		$7.82M Buy
+86,929
New +$8M 0.05% 440
2023
Q1 		– Sell
-61,383
Closed -$5.25M – 1972
2022
Q4 		$5.25M Buy
61,383
+57,774
+1,601% +$4.87M 0.04% 472
2022
Q3 		$268K Buy
+3,609
New +$294K ﹤0.01% 1512
2022
Q2 		– Sell
-2,946
Closed -$267K – 1803
2022
Q1 		$267K Sell
2,946
-65,888
-96% -$6.05M ﹤0.01% 1475
2021
Q4 		$6.64M Buy
68,834
+8,637
+14% +$819K 0.05% 363
2021
Q3 		$5.43M Sell
60,197
-28,385
-32% -$2.61M 0.04% 365
2021
Q2 		$8M Buy
88,582
+37,278
+73% +$3.31M 0.07% 259
2021
Q1 		$4.32M Buy
51,304
+39,474
+334% +$3.13M 0.04% 353
2020
Q4 		$868K Buy
+11,830
New +$787K 0.01% 756
2020
Q1 		– Sell
-4,048
Closed -$279K – 1242
2019
Q4 		$279K Buy
+4,048
New +$267K 0.01% 929
2019
Q3 		– Sell
-4,282
Closed -$268K – 1046
2019
Q2 		$268K Buy
4,282
+560
+15% +$34.5K 0.01% 795
2019
Q1 		$222K Buy
+3,722
New +$215K 0.02% 570

Other funds holding PKW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Triton Wealth Management
Triton Wealth Management Sun City, Arizona $336M AUM 21.83% 1-Year Est. Return
Curtis Advisory Group
Curtis Advisory Group Santa Barbara, California $537M AUM 14.73% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

AE Wealth Management's PKW Position: Q3 2026 in Review

AE Wealth Management reduced its Invesco BuyBack Achievers ETF (PKW) stake by 2.9% in Q3 2026, selling an estimated $444 and leaving 100 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2432.

AE Wealth Management first reported a position in PKW in Q1 2019 and has held it in 19 quarters since. The position peaked at $8M in Q2 2021. 219 funds tracked by Wall St. Rank hold PKW as of Q3 2026.

  • AE Wealth Management held 100 shares of Invesco BuyBack Achievers ETF worth $14.3K as of Q3 2026.
  • AE Wealth Management sold 3 Invesco BuyBack Achievers ETF shares in Q3 2026, an estimated $444.
  • Invesco BuyBack Achievers ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q3 2026, its #2432 holding.
  • AE Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q1 2019 and has held it in 19 quarters since.
  • AE Wealth Management's Invesco BuyBack Achievers ETF position peaked at $8M in Q2 2021.
  • 219 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2026.

Based on AE Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.