Cardiff Park Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Cardiff Park 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	–	Sell	-600	Closed	-$78.8K	–	388
2026 Q1	$78.8K	Buy	+600	New	+$81.4K	0.01%	324
2025 Q4	–	Sell	-600	Closed	-$79.5K	–	381
2025 Q3	$79.5K	Buy	+600	New	+$77.1K	0.01%	325
2024 Q2	–	Sell	-600	Closed	-$64.9K	–	351
2024 Q1	$64.9K	Buy	+600	New	+$61K	0.01%	305

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

Cardiff Park Advisors's PKW Position: Q2 2026 in Review

Cardiff Park Advisors sold out of Invesco BuyBack Achievers ETF (PKW) in Q2 2026, closing a stake of 600 shares — an estimated $78.8K sold.

Cardiff Park Advisors first reported a position in PKW in Q1 2024 and held it in 3 quarters. The position peaked at $79.5K in Q3 2025. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Cardiff Park Advisors reported no remaining Invesco BuyBack Achievers ETF position as of Q2 2026 after selling out during the quarter.
Cardiff Park Advisors sold 600 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $78.8K.
Cardiff Park Advisors first reported a position in Invesco BuyBack Achievers ETF in Q1 2024 and held it in 3 quarters.
Cardiff Park Advisors's Invesco BuyBack Achievers ETF position peaked at $79.5K in Q3 2025.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.