ATX Financial Planning’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

ATX Financial Planning’s Portfolio IPKW Stock Details IPKW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.45M	Buy	25,701 +12,671	+97%	+$734K	0.96%	30
2026 Q1	$733K	Sell	13,030 -1,428	-10%	-$82K	0.56%	42
2025 Q4	$803K	Buy	+14,458	New	+$773K	0.62%	46

Other funds holding IPKW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KWA

Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return

Nikulski Financial Bettendorf, Iowa $464M AUM 34.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

ATX Financial Planning's IPKW Position: Q2 2026 in Review

ATX Financial Planning increased its Invesco International BuyBack Achievers ETF (IPKW) stake by 97% in Q2 2026, buying an estimated $734K and bringing the position to 25,701 shares worth $1.45M. The position accounts for 0.96% of the portfolio, ranked #30.

ATX Financial Planning first reported a position in IPKW in Q4 2025 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold IPKW as of Q2 2026.

ATX Financial Planning held 25,701 shares of Invesco International BuyBack Achievers ETF worth $1.45M as of Q2 2026.
ATX Financial Planning bought 12,671 Invesco International BuyBack Achievers ETF shares in Q2 2026, an estimated $734K.
Invesco International BuyBack Achievers ETF made up 0.96% of ATX Financial Planning's portfolio in Q2 2026, its #30 holding.
ATX Financial Planning first reported a position in Invesco International BuyBack Achievers ETF in Q4 2025 and has held it in 3 quarters since.
89 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.