Belpointe Asset Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Belpointe Asset 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	$1.36M	Sell	9,582 -331	-3%	-$45.5K	0.04%	391
2026 Q1	$1.3M	Buy	9,913 +645	+7%	+$87.5K	0.05%	358
2025 Q4	$1.24M	Buy	9,268 +109	+1%	+$14.4K	0.05%	350
2025 Q3	$1.21M	Sell	9,159 -251	-3%	-$32.3K	0.05%	345
2025 Q2	$1.16M	Sell	9,410 -61	-0.6%	-$6.97K	0.05%	313
2025 Q1	$1.07M	Buy	+9,471	New	+$1.1M	0.06%	320
2023 Q2	–	Sell	-1,881	Closed	-$160K	–	2580
2023 Q1	$160K	Buy	1,881 +358	+24%	+$31.3K	0.01%	1046
2022 Q4	$130K	Sell	1,523 -716	-32%	-$60.4K	0.01%	1101
2022 Q3	$166K	Buy	2,239 +125	+6%	+$10.2K	0.01%	919
2022 Q2	$164K	Buy	2,114 +23	+1%	+$1.95K	0.01%	904
2022 Q1	$189K	Hold	2,091	–	–	0.01%	935
2021 Q4	$202K	Sell	2,091 -750	-26%	-$71.1K	0.01%	888
2021 Q3	$256K	Hold	2,841	–	–	0.02%	761
2021 Q2	$256K	Buy	2,841 +291	+11%	+$25.9K	0.02%	732
2021 Q1	$215K	Hold	2,550	–	–	0.02%	722
2020 Q4	$187K	Hold	2,550	–	–	0.02%	721
2020 Q3	$153K	Hold	2,550	–	–	0.02%	633
2020 Q2	$146K	Hold	2,550	–	–	0.02%	620
2020 Q1	$124K	Sell	2,550 -666	-21%	-$41.3K	0.02%	555
2019 Q4	$222K	Hold	3,216	–	–	0.03%	506
2019 Q3	$201K	Sell	3,216 -50	-2%	-$3.12K	0.03%	473
2019 Q2	$204K	Buy	+3,266	New	+$201K	0.04%	409
2019 Q1	–	Sell	-2,600	Closed	-$136K	–	529
2018 Q4	$136K	Hold	2,600	–	–	0.03%	417
2018 Q3	$159K	Buy	+2,600	New	+$155K	0.03%	516

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

Belpointe Asset Management's PKW Position: Q2 2026 in Review

Belpointe Asset Management reduced its Invesco BuyBack Achievers ETF (PKW) stake by 3.3% in Q2 2026, selling an estimated $45.5K and leaving 9,582 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #391.

Belpointe Asset Management first reported a position in PKW in Q3 2018 and has held it in 24 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Belpointe Asset Management held 9,582 shares of Invesco BuyBack Achievers ETF worth $1.36M as of Q2 2026.
Belpointe Asset Management sold 331 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $45.5K.
Invesco BuyBack Achievers ETF made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #391 holding.
Belpointe Asset Management first reported a position in Invesco BuyBack Achievers ETF in Q3 2018 and has held it in 24 quarters since.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.