Atria Investments’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Atria Investments’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	$597K	Buy	+4,551	New	+$617K	0.01%	1349
2022 Q3	–	Sell	-26,967	Closed	-$2.09M	–	779
2022 Q2	$2.09M	Buy	26,967 +10,591	+65%	+$898K	0.04%	494
2022 Q1	$1.48M	Buy	16,376 +307	+2%	+$28.2K	0.03%	679
2021 Q4	$1.55M	Buy	16,069 +3,043	+23%	+$289K	0.03%	661
2021 Q3	$1.17M	Sell	13,026 -6,006	-32%	-$552K	0.02%	725
2021 Q2	$1.72M	Buy	+19,032	New	+$1.69M	0.03%	566
2020 Q1	–	Sell	-2,984	Closed	-$206K	–	1011
2019 Q4	$206K	Buy	+2,984	New	+$197K	0.01%	1140
2014 Q1	–	Sell	-7,032	Closed	-$303K	–	458
2013 Q4	$303K	Buy	7,032 +86	+1%	+$3.53K	0.03%	372
2013 Q3	$271K	Buy	+6,946	New	+$264K	0.03%	386

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Atria Investments's PKW Position: Q1 2026 in Review

Atria Investments opened a new position in Invesco BuyBack Achievers ETF (PKW) in Q1 2026: 4,551 shares worth $597K. The stake represents 0.01% of the portfolio and ranks #1349 among its holdings. This is a return to the name: Atria Investments previously reported a position in PKW as recently as Q2 2022.

Atria Investments first reported a position in PKW in Q3 2013 and has held it in 9 quarters since. The position peaked at $2.09M in Q2 2022. 251 funds tracked by Wall St. Rank hold PKW as of Q1 2026.

Atria Investments held 4,551 shares of Invesco BuyBack Achievers ETF worth $597K as of Q1 2026.
Invesco BuyBack Achievers ETF was a new Atria Investments position in Q1 2026.
Invesco BuyBack Achievers ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1349 holding.
Atria Investments first reported a position in Invesco BuyBack Achievers ETF in Q3 2013 and has held it in 9 quarters since.
Atria Investments's Invesco BuyBack Achievers ETF position peaked at $2.09M in Q2 2022.
251 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.