Allworth Financial’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Allworth Financial’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	$374K	Buy	2,642 +41	+2%	+$5.64K	﹤0.01%	1134
2026 Q1	$341K	Sell	2,601 -127	-5%	-$17.2K	﹤0.01%	1127
2025 Q4	$366K	Buy	2,728 +196	+8%	+$25.9K	﹤0.01%	1067
2025 Q3	$335K	Buy	2,532 +88	+4%	+$11.3K	﹤0.01%	1047
2025 Q2	$302K	Buy	2,444 +4	+0.2%	+$457	﹤0.01%	1014
2025 Q1	$265K	Sell	2,440 -377	-13%	-$43.9K	﹤0.01%	862
2024 Q4	$336K	Buy	2,817 +1,756	+166%	+$208K	﹤0.01%	789
2024 Q3	$121K	Hold	1,061	–	–	﹤0.01%	998
2024 Q2	$113K	Hold	1,061	–	–	﹤0.01%	1030
2024 Q1	$115K	Sell	1,061 -18,249	-95%	-$1.85M	﹤0.01%	969
2023 Q4	$1.91M	Sell	19,310 -286	-1%	-$26.1K	0.01%	313
2023 Q3	$1.76M	Sell	19,596 -154	-0.8%	-$14.2K	0.02%	291
2023 Q2	$1.77M	Buy	+19,750	New	+$1.69M	0.02%	301
2018 Q4	–	Sell	-518	Closed	-$32K	–	920
2018 Q3	$32K	Buy	+518	New	+$30.9K	﹤0.01%	355

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

Allworth Financial's PKW Position: Q2 2026 in Review

Allworth Financial increased its Invesco BuyBack Achievers ETF (PKW) stake by 1.6% in Q2 2026, buying an estimated $5.64K and bringing the position to 2,642 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

Allworth Financial first reported a position in PKW in Q3 2018 and has held it in 14 quarters since. The position peaked at $1.91M in Q4 2023. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Allworth Financial held 2,642 shares of Invesco BuyBack Achievers ETF worth $374K as of Q2 2026.
Allworth Financial bought 41 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $5.64K.
Invesco BuyBack Achievers ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1134 holding.
Allworth Financial first reported a position in Invesco BuyBack Achievers ETF in Q3 2018 and has held it in 14 quarters since.
Allworth Financial's Invesco BuyBack Achievers ETF position peaked at $1.91M in Q4 2023.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.