AssetMark Inc’s Invesco BuyBack Achievers ETF PKW Stock Holding History

AssetMark Inc’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	$62.5K	Hold	437	–	–	﹤0.01%	1798
2026 Q2	$61.9K	Hold	437	–	–	﹤0.01%	1763
2026 Q1	$57.4K	Sell	437 -51	-10%	-$6.92K	﹤0.01%	1714
2025 Q4	$65.5K	Hold	488	–	–	﹤0.01%	1621
2025 Q3	$64.6K	Hold	488	–	–	﹤0.01%	1549
2025 Q2	$60.3K	Buy	488 +205	+72%	+$23.4K	﹤0.01%	1502
2025 Q1	$31.9K	Buy	283 +205	+263%	+$23.9K	﹤0.01%	1571
2024 Q4	$8.98K	Hold	78	–	–	﹤0.01%	1812
2024 Q3	$8.93K	Buy	+78	New	+$8.44K	﹤0.01%	1643
2021 Q3	–	Sell	-1	Closed	–	–	1494
2021 Q2	$0	Buy	+1	New	+$89	﹤0.01%	1492
2021 Q1	–	Sell	-86	Closed	-$6K	–	1488
2020 Q4	$6K	Buy	+86	New	+$5.72K	﹤0.01%	1005
2020 Q1	–	Sell	-509	Closed	-$35K	–	1501
2019 Q4	$35K	Buy	+509	New	+$33.5K	﹤0.01%	818

Other funds holding PKW

Curtis Advisory Group Santa Barbara, California $537M AUM 14.73% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 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

AssetMark Inc's PKW Position: Q3 2026 in Review

AssetMark Inc held its Invesco BuyBack Achievers ETF (PKW) position steady in Q3 2026 at 437 shares worth $62.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1798.

AssetMark Inc first reported a position in PKW in Q4 2019 and has held it in 12 quarters since. The position peaked at $65.5K in Q4 2025. 78 funds tracked by Wall St. Rank hold PKW as of Q3 2026.

AssetMark Inc held 437 shares of Invesco BuyBack Achievers ETF worth $62.5K as of Q3 2026.
AssetMark Inc left its Invesco BuyBack Achievers ETF share count unchanged in Q3 2026.
Invesco BuyBack Achievers ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1798 holding.
AssetMark Inc first reported a position in Invesco BuyBack Achievers ETF in Q4 2019 and has held it in 12 quarters since.
AssetMark Inc's Invesco BuyBack Achievers ETF position peaked at $65.5K in Q4 2025.
78 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.