Collaborative Wealth Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Collaborative Wealth Management’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	$986K	Hold	6,959	–	–	0.41%	42
2026 Q1	$913K	Hold	6,959	–	–	0.42%	42
2025 Q4	$935K	Sell	6,959 -515	-7%	-$68K	0.33%	70
2025 Q3	$990K	Hold	7,474	–	–	0.4%	55
2025 Q2	$924K	Hold	7,474	–	–	0.4%	54
2025 Q1	$842K	Hold	7,474	–	–	0.39%	53
2024 Q4	$861K	Sell	7,474 -237	-3%	-$28.1K	0.39%	52
2024 Q3	$883K	Hold	7,711	–	–	0.4%	53
2024 Q2	$801K	Hold	7,711	–	–	0.39%	57
2024 Q1	$835K	Hold	7,711	–	–	0.42%	56
2023 Q4	$764K	Hold	7,711	–	–	0.41%	62
2023 Q3	$694K	Sell	7,711 -794	-9%	-$73.1K	0.41%	62
2023 Q2	$761K	Hold	8,505	–	–	0.45%	57
2023 Q1	$724K	Hold	8,505	–	–	0.46%	61
2022 Q4	$728K	Buy	8,505 +100	+1%	+$8.43K	0.48%	61
2022 Q3	$624K	Hold	8,405	–	–	0.44%	69
2022 Q2	$652K	Buy	+8,405	New	+$713K	0.43%	74
2021 Q4	$811K	Buy	+8,405	New	+$797K	0.44%	72
2021 Q1	$761K	Buy	+8,405	New	+$667K	0.44%	75

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

Collaborative Wealth Management's PKW Position: Q2 2026 in Review

Collaborative Wealth Management held its Invesco BuyBack Achievers ETF (PKW) position steady in Q2 2026 at 6,959 shares worth $986K. The position accounts for 0.41% of the portfolio, ranked #42.

Collaborative Wealth Management first reported a position in PKW in Q1 2021 and has held it in 19 quarters since. The position peaked at $990K in Q3 2025. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Collaborative Wealth Management held 6,959 shares of Invesco BuyBack Achievers ETF worth $986K as of Q2 2026.
Collaborative Wealth Management left its Invesco BuyBack Achievers ETF share count unchanged in Q2 2026.
Invesco BuyBack Achievers ETF made up 0.41% of Collaborative Wealth Management's portfolio in Q2 2026, its #42 holding.
Collaborative Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q1 2021 and has held it in 19 quarters since.
Collaborative Wealth Management's Invesco BuyBack Achievers ETF position peaked at $990K in Q3 2025.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.