Aptus Capital Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Aptus Capital Advisors’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	$14.2K	Hold	100	–	–	﹤0.01%	1567
2026 Q1	$13.1K	Hold	100	–	–	﹤0.01%	1459
2025 Q4	$13.4K	Hold	100	–	–	﹤0.01%	1463
2025 Q3	$13.2K	Hold	100	–	–	﹤0.01%	1404
2025 Q2	$12.4K	Hold	100	–	–	﹤0.01%	1342
2025 Q1	$11.3K	Hold	100	–	–	﹤0.01%	1267
2024 Q4	$11.5K	Hold	100	–	–	﹤0.01%	1267
2024 Q3	$11.5K	Hold	100	–	–	﹤0.01%	1083
2024 Q2	$10.4K	Hold	100	–	–	﹤0.01%	1026
2024 Q1	$10.8K	Hold	100	–	–	﹤0.01%	1025
2023 Q4	$9.9K	Hold	100	–	–	﹤0.01%	796
2023 Q3	$9K	Hold	100	–	–	﹤0.01%	806
2023 Q2	$8.95K	Hold	100	–	–	﹤0.01%	701
2023 Q1	$8.51K	Sell	100 -100	-50%	-$8.75K	﹤0.01%	693
2022 Q4	$17.1K	Hold	200	–	–	﹤0.01%	661
2022 Q3	$15K	Buy	200 +100	+100%	+$8.14K	﹤0.01%	634
2022 Q2	$8K	Hold	100	–	–	﹤0.01%	590
2022 Q1	$9K	Buy	+100	New	+$9.18K	﹤0.01%	614
2020 Q1	–	Sell	-100	Closed	-$6K	–	506
2019 Q4	$6K	Buy	+100	New	+$6.59K	﹤0.01%	468

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

Aptus Capital Advisors's PKW Position: Q2 2026 in Review

Aptus Capital Advisors held its Invesco BuyBack Achievers ETF (PKW) position steady in Q2 2026 at 100 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

Aptus Capital Advisors first reported a position in PKW in Q4 2019 and has held it in 19 quarters since. The position peaked at $17.1K in Q4 2022. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Aptus Capital Advisors held 100 shares of Invesco BuyBack Achievers ETF worth $14.2K as of Q2 2026.
Aptus Capital Advisors left its Invesco BuyBack Achievers ETF share count unchanged in Q2 2026.
Invesco BuyBack Achievers ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1567 holding.
Aptus Capital Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2019 and has held it in 19 quarters since.
Aptus Capital Advisors's Invesco BuyBack Achievers ETF position peaked at $17.1K in Q4 2022.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.