Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Cambridge Investment Research Advisors’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 		$14.9M Sell
104,991
-1,065
-1% -$146K 0.03% 523
2026
Q1 		$13.9M Buy
106,056
+22,741
+27% +$3.09M 0.04% 494
2025
Q4 		$11.2M Buy
83,315
+9,410
+13% +$1.24M 0.03% 537
2025
Q3 		$9.79M Buy
73,905
+5,506
+8% +$707K 0.03% 574
2025
Q2 		$8.45M Buy
68,399
+24,511
+56% +$2.8M 0.03% 611
2025
Q1 		$4.95M Sell
43,888
-321
-0.7% -$37.4K 0.02% 813
2024
Q4 		$5.09M Sell
44,209
-412
-0.9% -$48.8K 0.02% 799
2024
Q3 		$5.11M Buy
44,621
+1,799
+4% +$195K 0.02% 785
2024
Q2 		$4.45M Buy
42,822
+732
+2% +$76.2K 0.02% 816
2024
Q1 		$4.55M Sell
42,090
-965
-2% -$98K 0.02% 803
2023
Q4 		$4.26M Sell
43,055
-39,868
-48% -$3.64M 0.02% 783
2023
Q3 		$7.46M Buy
82,923
+7,802
+10% +$718K 0.03% 478
2023
Q2 		$6.72M Buy
75,121
+185
+0.2% +$15.8K 0.03% 523
2023
Q1 		$6.38M Sell
74,936
-11,324
-13% -$991K 0.03% 518
2022
Q4 		$7.38M Buy
86,260
+12,186
+16% +$1.03M 0.04% 443
2022
Q3 		$5.5M Buy
74,074
+2,210
+3% +$180K 0.03% 528
2022
Q2 		$5.57M Sell
71,864
-9,366
-12% -$794K 0.03% 545
2022
Q1 		$7.35M Buy
81,230
+20,299
+33% +$1.86M 0.03% 483
2021
Q4 		$5.88M Buy
60,931
+2,638
+5% +$250K 0.03% 582
2021
Q3 		$5.26M Buy
58,293
+190
+0.3% +$17.5K 0.03% 584
2021
Q2 		$5.24M Buy
58,103
+3,033
+6% +$269K 0.03% 596
2021
Q1 		$4.64M Sell
55,070
-1,212
-2% -$96.1K 0.03% 592
2020
Q4 		$4.13M Sell
56,282
-1,519
-3% -$101K 0.02% 596
2020
Q3 		$3.48M Sell
57,801
-9,034
-14% -$546K 0.02% 574
2020
Q2 		$3.84M Sell
66,835
-2,712
-4% -$148K 0.03% 524
2020
Q1 		$3.37M Sell
69,547
-12,172
-15% -$755K 0.03% 489
2019
Q4 		$5.64M Buy
81,719
+15,790
+24% +$1.04M 0.04% 415
2019
Q3 		$4.13M Sell
65,929
-870
-1% -$54.2K 0.04% 497
2019
Q2 		$4.18M Buy
66,799
+3,860
+6% +$238K 0.04% 459
2019
Q1 		$3.75M Sell
62,939
-1,460
-2% -$84.3K 0.04% 467
2018
Q4 		$3.36M Sell
64,399
-6,963
-10% -$398K 0.04% 453
2018
Q3 		$4.35M Buy
71,362
+12,680
+22% +$757K 0.04% 414
2018
Q2 		$3.33M Buy
58,682
+3,575
+6% +$205K 0.04% 463
2018
Q1 		$3.14M Buy
55,107
+4,514
+9% +$270K 0.04% 472
2017
Q4 		$2.98M Buy
50,593
+1,569
+3% +$89.3K 0.04% 450
2017
Q3 		$2.73M Sell
49,024
-2,778
-5% -$150K 0.04% 435
2017
Q2 		$2.78M Sell
51,802
-1,698
-3% -$89K 0.04% 403
2017
Q1 		$2.78M Buy
53,500
+4,655
+10% +$241K 0.05% 355
2016
Q4 		$2.46M Sell
48,845
-3,754
-7% -$184K 0.05% 377
2016
Q3 		$2.5M Sell
52,599
-4,004
-7% -$188K 0.05% 367
2016
Q2 		$2.56M Sell
56,603
-5,556
-9% -$253K 0.05% 317
2016
Q1 		$2.82M Sell
62,159
-10,470
-14% -$451K 0.06% 287
2015
Q4 		$3.3M Buy
72,629
+5,590
+8% +$259K 0.08% 248
2015
Q3 		$2.94M Buy
67,039
+1,978
+3% +$92.9K 0.08% 232
2015
Q2 		$3.16M Buy
65,061
+5,107
+9% +$253K 0.09% 224
2015
Q1 		$2.96M Buy
59,954
+6,180
+11% +$300K 0.08% 238
2014
Q4 		$2.58M Buy
53,774
+5,369
+11% +$247K 0.08% 240
2014
Q3 		$2.17M Sell
48,405
-5,672
-10% -$256K 0.06% 292
2014
Q2 		$2.42M Buy
54,077
+3,221
+6% +$141K 0.08% 233
2014
Q1 		$2.21M Buy
50,856
+30,826
+154% +$1.31M 0.08% 228
2013
Q4 		$863K Buy
20,030
+6,252
+45% +$256K 0.04% 448
2013
Q3 		$538K Buy
13,778
+5,693
+70% +$217K 0.02% 598
2013
Q2 		$287K Buy
+8,085
New +$285K 0.01% 782

Other funds holding PKW

Koshinski Asset Management
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors's PKW Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Invesco BuyBack Achievers ETF (PKW) stake by 1% in Q2 2026, selling an estimated $146K and leaving 104,991 shares worth $14.9M. The position accounts for 0.03% of the portfolio, ranked #523.

Cambridge Investment Research Advisors first reported a position in PKW in Q2 2013 and has held it in 53 quarters since. 96 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

  • Cambridge Investment Research Advisors held 104,991 shares of Invesco BuyBack Achievers ETF worth $14.9M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 1,065 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $146K.
  • Invesco BuyBack Achievers ETF made up 0.03% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #523 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco BuyBack Achievers ETF in Q2 2013 and has held it in 53 quarters since.
  • 96 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.