AP
PKW icon

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
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

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