Aspect Partners’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Aspect Partners’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	$303K	Buy	2,118 +3	+0.1%	+$444	0.11%	65
2026 Q2	$300K	Buy	2,115 +4	+0.2%	+$550	0.11%	66
2026 Q1	$277K	Buy	2,111 +3	+0.1%	+$407	0.11%	66
2025 Q4	$283K	Buy	2,108 +4	+0.2%	+$528	0.12%	67
2025 Q3	$279K	Buy	2,104 +6	+0.3%	+$771	0.13%	66
2025 Q2	$259K	Buy	2,098 +7	+0.3%	+$800	0.13%	72
2025 Q1	$236K	Buy	2,091 +5	+0.2%	+$582	0.13%	68
2024 Q4	$240K	Buy	2,086 +4	+0.2%	+$474	0.14%	65
2024 Q3	$238K	Buy	2,082 +5	+0.2%	+$541	0.13%	64
2024 Q2	$216K	Buy	2,077 +4	+0.2%	+$416	0.13%	70
2024 Q1	$224K	Buy	2,073 +6	+0.3%	+$610	0.18%	66
2023 Q4	$205K	Buy	+2,067	New	+$189K	0.13%	67

Other funds holding PKW

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Aspect Partners's PKW Position: Q3 2026 in Review

Aspect Partners increased its Invesco BuyBack Achievers ETF (PKW) stake by 0.14% in Q3 2026, buying an estimated $444 and bringing the position to 2,118 shares worth $303K. The position accounts for 0.11% of the portfolio, ranked #65.

Aspect Partners first reported a position in PKW in Q4 2023 and has held it in 12 quarters since. 56 funds tracked by Wall St. Rank hold PKW as of Q3 2026.

Aspect Partners held 2,118 shares of Invesco BuyBack Achievers ETF worth $303K as of Q3 2026.
Aspect Partners bought 3 Invesco BuyBack Achievers ETF shares in Q3 2026, an estimated $444.
Invesco BuyBack Achievers ETF made up 0.11% of Aspect Partners's portfolio in Q3 2026, its #65 holding.
Aspect Partners first reported a position in Invesco BuyBack Achievers ETF in Q4 2023 and has held it in 12 quarters since.
56 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.