Chicago Partners Investment Group’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Chicago Partners Investment Group’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 Q1	$629K	Hold	4,515	–	–	0.01%	757
2025 Q4	$615K	Buy	4,515 +365	+9%	+$48.2K	0.02%	658
2025 Q3	$556K	Hold	4,150	–	–	0.01%	647
2025 Q2	$531K	Buy	4,150 +450	+12%	+$51.4K	0.02%	576
2025 Q1	$418K	Buy	+3,700	New	+$431K	0.01%	578

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CAG

Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Chicago Partners Investment Group's PKW Position: Q1 2026 in Review

Chicago Partners Investment Group held its Invesco BuyBack Achievers ETF (PKW) position steady in Q1 2026 at 4,515 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #757.

Chicago Partners Investment Group first reported a position in PKW in Q1 2025 and has held it in 5 quarters since. 251 funds tracked by Wall St. Rank hold PKW as of Q1 2026.

Chicago Partners Investment Group held 4,515 shares of Invesco BuyBack Achievers ETF worth $629K as of Q1 2026.
Chicago Partners Investment Group left its Invesco BuyBack Achievers ETF share count unchanged in Q1 2026.
Invesco BuyBack Achievers ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #757 holding.
Chicago Partners Investment Group first reported a position in Invesco BuyBack Achievers ETF in Q1 2025 and has held it in 5 quarters since.
251 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.