Corient Private Wealth
PKW icon

Corient Private Wealth’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Corient Private Wealth’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 		$1.32M Buy
9,311
+312
+3% +$42.9K ﹤0.01% 1639
2026
Q1 		$1.18M Sell
8,999
-4
-0% -$543 ﹤0.01% 1560
2025
Q4 		$1.21M Buy
9,003
+2
+0% +$264 ﹤0.01% 1408
2025
Q3 		$1.19M Buy
9,001
+7,103
+374% +$913K ﹤0.01% 1349
2025
Q2 		$235K Buy
+1,898
New +$217K ﹤0.01% 2139
2024
Q4 		– Sell
-3,462
Closed -$396K – 2493
2024
Q3 		$396K Buy
3,462
+817
+31% +$88.4K ﹤0.01% 1873
2024
Q2 		$275K Sell
2,645
-1,018
-28% -$106K ﹤0.01% 1960
2024
Q1 		$396K Sell
3,663
-372
-9% -$37.8K ﹤0.01% 1748
2023
Q4 		$400K Buy
4,035
+32
+0.8% +$2.92K ﹤0.01% 1728
2023
Q3 		$360K Buy
4,003
+3
+0.1% +$276 ﹤0.01% 1656
2023
Q2 		$358K Sell
4,000
-277
-6% -$23.6K ﹤0.01% 1620
2023
Q1 		$364K Buy
4,277
+3
+0.1% +$262 ﹤0.01% 1514
2022
Q4 		$366K Buy
+4,274
New +$360K ﹤0.01% 1261

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Koshinski Asset Management
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

Corient Private Wealth's PKW Position: Q2 2026 in Review

Corient Private Wealth increased its Invesco BuyBack Achievers ETF (PKW) stake by 3.5% in Q2 2026, buying an estimated $42.9K and bringing the position to 9,311 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1639.

Corient Private Wealth first reported a position in PKW in Q4 2022 and has held it in 13 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

  • Corient Private Wealth held 9,311 shares of Invesco BuyBack Achievers ETF worth $1.32M as of Q2 2026.
  • Corient Private Wealth bought 312 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $42.9K.
  • Invesco BuyBack Achievers ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1639 holding.
  • Corient Private Wealth first reported a position in Invesco BuyBack Achievers ETF in Q4 2022 and has held it in 13 quarters since.
  • 252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.