Capstone Wealth Management Group (Oregon)’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$450K	Sell	3,179 -891	-22%	-$122K	0.27%	72
2026 Q1	$534K	Buy	4,070 +1	+0%	+$136	0.33%	66
2025 Q4	$547K	Buy	4,069 +2	+0%	+$264	0.33%	63
2025 Q3	$539K	Buy	4,067 +3	+0.1%	+$385	0.34%	59
2025 Q2	$502K	Buy	4,064 +873	+27%	+$99.7K	0.37%	59
2025 Q1	$360K	Sell	3,191 -500	-14%	-$58.2K	0.29%	65
2024 Q4	$425K	Buy	+3,691	New	+$437K	0.32%	67

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

Capstone Wealth Management Group (Oregon)'s PKW Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its Invesco BuyBack Achievers ETF (PKW) stake by 22% in Q2 2026, selling an estimated $122K and leaving 3,179 shares worth $450K. The position accounts for 0.27% of the portfolio, ranked #72.

Capstone Wealth Management Group (Oregon) first reported a position in PKW in Q4 2024 and has held it in 7 quarters since. The position peaked at $547K in Q4 2025. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 3,179 shares of Invesco BuyBack Achievers ETF worth $450K as of Q2 2026.
Capstone Wealth Management Group (Oregon) sold 891 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $122K.
Invesco BuyBack Achievers ETF made up 0.27% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #72 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Invesco BuyBack Achievers ETF in Q4 2024 and has held it in 7 quarters since.
Capstone Wealth Management Group (Oregon)'s Invesco BuyBack Achievers ETF position peaked at $547K in Q4 2025.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.