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
Q1 		$1.18M Sell
8,999
-9,007
-50% -$1.22M ﹤0.01% 1560
2025
Q4 		$2.42M Buy
18,006
+9,005
+100% +$1.19M ﹤0.01% 1426
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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return