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

BigSur 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	–	Sell	-4,900	Closed	-$643K	–	175
2026 Q1	$643K	Hold	4,900	–	–	0.18%	107
2025 Q4	$658K	Hold	4,900	–	–	0.16%	107
2025 Q3	$649K	Hold	4,900	–	–	0.16%	107
2025 Q2	$606K	Hold	4,900	–	–	0.15%	109
2025 Q1	$552K	Hold	4,900	–	–	0.15%	113
2024 Q4	$564K	Hold	4,900	–	–	0.16%	111
2024 Q3	$561K	Hold	4,900	–	–	0.15%	111
2024 Q2	$509K	Hold	4,900	–	–	0.16%	110
2024 Q1	$530K	Buy	+4,900	New	+$498K	0.17%	106
2023 Q2	–	Sell	-7,000	Closed	-$595K	–	130
2023 Q1	$595K	Buy	+7,000	New	+$612K	0.28%	78

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

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

BigSur Wealth Management sold out of Invesco BuyBack Achievers ETF (PKW) in Q2 2026, closing a stake of 4,900 shares — an estimated $643K sold.

BigSur Wealth Management first reported a position in PKW in Q1 2023 and held it in 10 quarters. The position peaked at $658K in Q4 2025. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

BigSur Wealth Management reported no remaining Invesco BuyBack Achievers ETF position as of Q2 2026 after selling out during the quarter.
BigSur Wealth Management sold 4,900 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $643K.
BigSur Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q1 2023 and held it in 10 quarters.
BigSur Wealth Management's Invesco BuyBack Achievers ETF position peaked at $658K in Q4 2025.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.