Capital Investment Advisory Services’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Capital Investment Advisory Services’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	$611K	Sell	4,312 -65	-1%	-$8.94K	0.04%	406
2026 Q1	$575K	Sell	4,377 -492	-10%	-$66.8K	0.04%	372
2025 Q4	$654K	Buy	4,869 +44	+0.9%	+$5.81K	0.05%	328
2025 Q3	$639K	Sell	4,825 -781	-14%	-$100K	0.05%	311
2025 Q2	$693K	Sell	5,606 -117	-2%	-$13.4K	0.06%	285
2025 Q1	$645K	Sell	5,723 -815	-12%	-$94.9K	0.06%	274
2024 Q4	$753K	Sell	6,538 -8	-0.1%	-$947	0.07%	228
2024 Q3	$750K	Buy	6,546 +14	+0.2%	+$1.52K	0.07%	234
2024 Q2	$679K	Buy	6,532 +179	+3%	+$18.6K	0.07%	237
2024 Q1	$688K	Buy	6,353 +178	+3%	+$18.1K	0.07%	241
2023 Q4	$611K	Buy	6,175 +20	+0.3%	+$1.83K	0.06%	255
2023 Q3	$554K	Buy	6,155 +68	+1%	+$6.26K	0.05%	263
2023 Q2	$545K	Buy	6,087 +15	+0.2%	+$1.28K	0.05%	259
2023 Q1	$517K	Buy	6,072 +18	+0.3%	+$1.57K	0.06%	256
2022 Q4	$518K	Buy	6,054 +5,983	+8,427%	+$504K	0.06%	258
2022 Q3	$5K	Hold	71	–	–	﹤0.01%	733
2022 Q2	$6K	Sell	71 -131	-65%	-$11.1K	﹤0.01%	748
2022 Q1	$18K	Buy	202 +131	+185%	+$12K	﹤0.01%	704
2021 Q4	$7K	Hold	71	–	–	﹤0.01%	746
2021 Q3	$6K	Hold	71	–	–	﹤0.01%	708
2021 Q2	$6K	Hold	71	–	–	﹤0.01%	732
2021 Q1	$6K	Hold	71	–	–	﹤0.01%	683
2020 Q4	$5K	Hold	71	–	–	﹤0.01%	660
2020 Q3	$4K	Buy	+71	New	+$4.29K	﹤0.01%	586
2020 Q2	–	Sell	-25	Closed	-$1K	–	607
2020 Q1	$1K	Hold	25	–	–	﹤0.01%	558
2019 Q4	$2K	Hold	25	–	–	﹤0.01%	529
2019 Q3	$2K	Hold	25	–	–	﹤0.01%	1281
2019 Q2	$2K	Hold	25	–	–	﹤0.01%	1295
2019 Q1	$1K	Hold	25	–	–	﹤0.01%	1165
2018 Q4	$1K	Buy	+25	New	+$1.43K	﹤0.01%	1142

Other funds holding PKW

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return

Capital Investment Advisory Services's PKW Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Invesco BuyBack Achievers ETF (PKW) stake by 1.5% in Q2 2026, selling an estimated $8.94K and leaving 4,312 shares worth $611K. The position accounts for 0.04% of the portfolio, ranked #406.

Capital Investment Advisory Services first reported a position in PKW in Q4 2018 and has held it in 30 quarters since. The position peaked at $753K in Q4 2024. 64 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Capital Investment Advisory Services held 4,312 shares of Invesco BuyBack Achievers ETF worth $611K as of Q2 2026.
Capital Investment Advisory Services sold 65 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $8.94K.
Invesco BuyBack Achievers ETF made up 0.04% of Capital Investment Advisory Services's portfolio in Q2 2026, its #406 holding.
Capital Investment Advisory Services first reported a position in Invesco BuyBack Achievers ETF in Q4 2018 and has held it in 30 quarters since.
Capital Investment Advisory Services's Invesco BuyBack Achievers ETF position peaked at $753K in Q4 2024.
64 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.