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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

AE Wealth Management's PKW Position: Q1 2026 in Review

AE Wealth Management held its Invesco BuyBack Achievers ETF (PKW) position steady in Q1 2026 at 15 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #2470.

AE Wealth Management first reported a position in PKW in Q1 2019 and has held it in 17 quarters since. The position peaked at $8M in Q2 2021. 251 funds tracked by Wall St. Rank hold PKW as of Q1 2026.

  • AE Wealth Management held 15 shares of Invesco BuyBack Achievers ETF worth $1.97K as of Q1 2026.
  • AE Wealth Management left its Invesco BuyBack Achievers ETF share count unchanged in Q1 2026.
  • Invesco BuyBack Achievers ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2470 holding.
  • AE Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q1 2019 and has held it in 17 quarters since.
  • AE Wealth Management's Invesco BuyBack Achievers ETF position peaked at $8M in Q2 2021.
  • 251 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.