American Institute for Advanced Investment Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

American Institute for Advanced Investment 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 Q2	$379K	Sell	2,675 -40	-1%	-$5.5K	0.22%	115
2026 Q1	$356K	Sell	2,715 -165	-6%	-$22.4K	0.23%	110
2025 Q4	$387K	Hold	2,880	–	–	0.25%	100
2025 Q3	$382K	Sell	2,880 -20	-0.7%	-$2.57K	0.25%	94
2025 Q2	$358K	Hold	2,900	–	–	0.25%	99
2025 Q1	$327K	Hold	2,900	–	–	0.25%	100
2024 Q4	$334K	Hold	2,900	–	–	0.25%	98
2024 Q3	$332K	Hold	2,900	–	–	0.24%	103
2024 Q2	$301K	Sell	2,900 -915	-24%	-$95.2K	0.23%	103
2024 Q1	$413K	Hold	3,815	–	–	0.33%	86
2023 Q4	$378K	Sell	3,815 -115	-3%	-$10.5K	0.33%	79
2023 Q3	$354K	Hold	3,930	–	–	0.33%	80
2023 Q2	$352K	Buy	3,930 +925	+31%	+$78.9K	0.31%	83
2023 Q1	$256K	Sell	3,005 -995	-25%	-$87.1K	0.27%	88
2022 Q4	$342K	Sell	4,000 -40	-1%	-$3.37K	0.31%	80
2022 Q3	$300K	Hold	4,040	–	–	0.28%	82
2022 Q2	$313K	Sell	4,040 -175	-4%	-$14.8K	0.27%	84
2022 Q1	$381K	Hold	4,215	–	–	0.28%	78
2021 Q4	$407K	Hold	4,215	–	–	0.27%	79
2021 Q3	$380K	Sell	4,215 -120	-3%	-$11K	0.27%	78
2021 Q2	$391K	Hold	4,335	–	–	0.28%	79
2021 Q1	$365K	Sell	4,335 -1,150	-21%	-$91.2K	0.28%	76
2020 Q4	$402K	Sell	5,485 -75	-1%	-$4.99K	0.32%	69
2020 Q3	$335K	Hold	5,560	–	–	0.3%	70
2020 Q2	$319K	Sell	5,560 -1,425	-20%	-$77.7K	0.3%	72
2020 Q1	$338K	Hold	6,985	–	–	0.37%	63
2019 Q4	$482K	Buy	+6,985	New	+$460K	0.47%	56

Other funds holding PKW

LPL Financial San Diego, California $445B AUM 25.58% 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

TWM

Triton Wealth Management Sun City, Arizona $326M AUM 31.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

CFA

Cahill Financial Advisors Edina, Minnesota $1.04B AUM 21.69% 1-Year Est. Return

American Institute for Advanced Investment Management's PKW Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its Invesco BuyBack Achievers ETF (PKW) stake by 1.5% in Q2 2026, selling an estimated $5.5K and leaving 2,675 shares worth $379K. The position accounts for 0.22% of the portfolio, ranked #115.

American Institute for Advanced Investment Management first reported a position in PKW in Q4 2019 and has held it in 27 quarters since. The position peaked at $482K in Q4 2019. 168 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

American Institute for Advanced Investment Management held 2,675 shares of Invesco BuyBack Achievers ETF worth $379K as of Q2 2026.
American Institute for Advanced Investment Management sold 40 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $5.5K.
Invesco BuyBack Achievers ETF made up 0.22% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #115 holding.
American Institute for Advanced Investment Management first reported a position in Invesco BuyBack Achievers ETF in Q4 2019 and has held it in 27 quarters since.
American Institute for Advanced Investment Management's Invesco BuyBack Achievers ETF position peaked at $482K in Q4 2019.
168 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.