Axxcess Wealth Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Axxcess Wealth Management’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	$256K	Buy	+1,808	New	+$249K	﹤0.01%	906
2026 Q1	–	Sell	-1,818	Closed	-$244K	–	822
2025 Q4	$244K	Sell	1,818 -11	-0.6%	-$1.45K	﹤0.01%	918
2025 Q3	$242K	Hold	1,829	–	–	0.01%	830
2025 Q2	$226K	Sell	1,829 -35	-2%	-$4K	0.01%	804
2025 Q1	$210K	Sell	1,864 -789	-30%	-$91.9K	0.01%	801
2024 Q4	$305K	Sell	2,653 -3	-0.1%	-$355	0.01%	671
2024 Q3	$304K	Hold	2,656	–	–	0.01%	685
2024 Q2	$276K	Hold	2,656	–	–	0.01%	679
2024 Q1	$287K	Hold	2,656	–	–	0.01%	679
2023 Q4	$263K	Sell	2,656 -5,789	-69%	-$529K	0.01%	685
2023 Q3	$760K	Buy	8,445 +5,789	+218%	+$533K	0.03%	366
2023 Q2	$238K	Hold	2,656	–	–	0.02%	514
2023 Q1	$226K	Sell	2,656 -38	-1%	-$3.33K	0.02%	554
2022 Q4	$230K	Sell	2,694 -200	-7%	-$16.9K	0.02%	516
2022 Q3	$215K	Hold	2,894	–	–	0.02%	483
2022 Q2	$224K	Sell	2,894 -50	-2%	-$4.24K	0.02%	471
2022 Q1	$266K	Hold	2,944	–	–	0.02%	504
2021 Q4	$284K	Buy	+2,944	New	+$279K	0.02%	486

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

Axxcess Wealth Management's PKW Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Invesco BuyBack Achievers ETF (PKW) in Q2 2026: 1,808 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #906 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in PKW as recently as Q4 2025.

Axxcess Wealth Management first reported a position in PKW in Q4 2021 and has held it in 18 quarters since. The position peaked at $760K in Q3 2023. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Axxcess Wealth Management held 1,808 shares of Invesco BuyBack Achievers ETF worth $256K as of Q2 2026.
Invesco BuyBack Achievers ETF was a new Axxcess Wealth Management position in Q2 2026.
Invesco BuyBack Achievers ETF made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #906 holding.
Axxcess Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q4 2021 and has held it in 18 quarters since.
Axxcess Wealth Management's Invesco BuyBack Achievers ETF position peaked at $760K in Q3 2023.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.