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 Q3	$1.31M	Sell	22,090 -3,611	-14%	-$217K	0.84%	32
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

Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

WWMP

Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $128M AUM 17.98% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fortune Financial Group Naples, Florida $112M AUM 14.56% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

ATX Financial Planning's IPKW Position: Q3 2026 in Review

ATX Financial Planning reduced its Invesco International BuyBack Achievers ETF (IPKW) stake by 14% in Q3 2026, selling an estimated $217K and leaving 22,090 shares worth $1.31M. The position accounts for 0.84% of the portfolio, ranked #32.

ATX Financial Planning first reported a position in IPKW in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.45M in Q2 2026. 23 funds tracked by Wall St. Rank hold IPKW as of Q3 2026.

ATX Financial Planning held 22,090 shares of Invesco International BuyBack Achievers ETF worth $1.31M as of Q3 2026.
ATX Financial Planning sold 3,611 Invesco International BuyBack Achievers ETF shares in Q3 2026, an estimated $217K.
Invesco International BuyBack Achievers ETF made up 0.84% of ATX Financial Planning's portfolio in Q3 2026, its #32 holding.
ATX Financial Planning first reported a position in Invesco International BuyBack Achievers ETF in Q4 2025 and has held it in 4 quarters since.
ATX Financial Planning's Invesco International BuyBack Achievers ETF position peaked at $1.45M in Q2 2026.
23 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q3 2026.

Based on ATX Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.