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

Bernard 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
Q1 		$17.1K Hold
130
– – 0.01% 199
2025
Q4 		$17.5K Hold
130
– – 0.01% 196
2025
Q3 		$17.2K Hold
130
– – 0.01% 195
2025
Q2 		$16.1K Hold
130
– – 0.01% 190
2025
Q1 		$14.6K Hold
130
– – 0.01% 201
2024
Q4 		$15K Buy
+130
New +$15.4K 0.01% 198

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Bernard Wealth Management's PKW Position: Q1 2026 in Review

Bernard Wealth Management held its Invesco BuyBack Achievers ETF (PKW) position steady in Q1 2026 at 130 shares worth $17.1K. The position accounts for 0.01% of the portfolio, ranked #199.

Bernard Wealth Management first reported a position in PKW in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.5K in Q4 2025. 251 funds tracked by Wall St. Rank hold PKW as of Q1 2026.

  • Bernard Wealth Management held 130 shares of Invesco BuyBack Achievers ETF worth $17.1K as of Q1 2026.
  • Bernard Wealth Management left its Invesco BuyBack Achievers ETF share count unchanged in Q1 2026.
  • Invesco BuyBack Achievers ETF made up 0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #199 holding.
  • Bernard Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Invesco BuyBack Achievers ETF position peaked at $17.5K in Q4 2025.
  • 251 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.