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 Q2	$756K	Buy	5,334 +783	+17%	+$108K	0.01%	1275
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 $1.55T 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

Atria Investments's PKW Position: Q2 2026 in Review

Atria Investments increased its Invesco BuyBack Achievers ETF (PKW) stake by 17% in Q2 2026, buying an estimated $108K and bringing the position to 5,334 shares worth $756K. The position accounts for 0.01% of the portfolio, ranked #1275.

Atria Investments first reported a position in PKW in Q3 2013 and has held it in 10 quarters since. The position peaked at $2.09M in Q2 2022. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Atria Investments held 5,334 shares of Invesco BuyBack Achievers ETF worth $756K as of Q2 2026.
Atria Investments bought 783 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $108K.
Invesco BuyBack Achievers ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1275 holding.
Atria Investments first reported a position in Invesco BuyBack Achievers ETF in Q3 2013 and has held it in 10 quarters since.
Atria Investments's Invesco BuyBack Achievers ETF position peaked at $2.09M in Q2 2022.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.