Avantra Family Wealth’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Avantra Family Wealth’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	$418K	Sell	2,952 -1	-0%	-$137	0.27%	114
2026 Q1	$388K	Sell	2,953 -8	-0.3%	-$1.08K	0.29%	106
2025 Q4	$398K	Sell	2,961 -96	-3%	-$12.7K	0.29%	104
2025 Q3	$405K	Sell	3,057 -8	-0.3%	-$1.03K	0.3%	98
2025 Q2	$379K	Sell	3,065 -53	-2%	-$6.06K	0.31%	92
2025 Q1	$351K	Buy	3,118 +3	+0.1%	+$349	0.34%	105
2024 Q4	$359K	Buy	+3,115	New	+$369K	0.34%	107

Other funds holding PKW

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

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

Avantra Family Wealth's PKW Position: Q2 2026 in Review

Avantra Family Wealth reduced its Invesco BuyBack Achievers ETF (PKW) stake by 0.03% in Q2 2026, selling an estimated $137 and leaving 2,952 shares worth $418K. The position accounts for 0.27% of the portfolio, ranked #114.

Avantra Family Wealth first reported a position in PKW in Q4 2024 and has held it in 7 quarters since. 101 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Avantra Family Wealth held 2,952 shares of Invesco BuyBack Achievers ETF worth $418K as of Q2 2026.
Avantra Family Wealth sold 1 Invesco BuyBack Achievers ETF share in Q2 2026, an estimated $137.
Invesco BuyBack Achievers ETF made up 0.27% of Avantra Family Wealth's portfolio in Q2 2026, its #114 holding.
Avantra Family Wealth first reported a position in Invesco BuyBack Achievers ETF in Q4 2024 and has held it in 7 quarters since.
101 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.