Asset One Wealth Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Asset One Wealth 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	$1.72M	Buy	12,007 +59	+0.5%	+$8.11K	0.18%	119
2026 Q1	$1.67M	Buy	+11,948	New	+$1.62M	0.18%	120

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

Asset One Wealth Management's PKW Position: Q2 2026 in Review

Asset One Wealth Management increased its Invesco BuyBack Achievers ETF (PKW) stake by 0.49% in Q2 2026, buying an estimated $8.11K and bringing the position to 12,007 shares worth $1.72M. The position accounts for 0.18% of the portfolio, ranked #119.

Asset One Wealth Management first reported a position in PKW in Q1 2026 and has held it in 2 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Asset One Wealth Management held 12,007 shares of Invesco BuyBack Achievers ETF worth $1.72M as of Q2 2026.
Asset One Wealth Management bought 59 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $8.11K.
Invesco BuyBack Achievers ETF made up 0.18% of Asset One Wealth Management's portfolio in Q2 2026, its #119 holding.
Asset One Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q1 2026 and has held it in 2 quarters since.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.