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

Cornerstone 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
Q1 		$4.23M Buy
32,255
+2,615
+9% +$355K 0.21% 105
2025
Q4 		$3.98M Buy
29,640
+8,743
+42% +$1.15M 0.21% 110
2025
Q3 		$2.77M Buy
20,897
+8,236
+65% +$1.06M 0.15% 132
2025
Q2 		$1.56M Buy
12,661
+914
+8% +$104K 0.1% 183
2025
Q1 		$1.32M Buy
11,747
+162
+1% +$18.9K 0.09% 191
2024
Q4 		$1.33M Buy
11,585
+1,053
+10% +$125K 0.09% 182
2024
Q3 		$1.21M Sell
10,532
-492
-4% -$53.3K 0.08% 184
2024
Q2 		$1.15M Buy
11,024
+1,622
+17% +$169K 0.09% 184
2024
Q1 		$1.02M Buy
9,402
+55
+0.6% +$5.59K 0.08% 199
2023
Q4 		$926K Sell
9,347
-1,399
-13% -$128K 0.08% 210
2023
Q3 		$967K Sell
10,746
-464
-4% -$42.7K 0.09% 186
2023
Q2 		$1M Sell
11,210
-56
-0.5% -$4.78K 0.09% 182
2023
Q1 		$958K Buy
+11,266
New +$986K 0.09% 182
2022
Q3 		$905K Sell
12,192
-1,235
-9% -$101K 0.1% 174
2022
Q2 		$1.04M Sell
13,427
-98
-0.7% -$8.31K 0.12% 161
2022
Q1 		$1.22M Sell
13,525
-156
-1% -$14.3K 0.12% 150
2021
Q4 		$1.32M Buy
13,681
+23
+0.2% +$2.18K 0.13% 154
2021
Q3 		$1.23M Sell
13,658
-17
-0.1% -$1.56K 0.13% 156
2021
Q2 		$1.23M Sell
13,675
-40
-0.3% -$3.55K 0.13% 157
2021
Q1 		$1.16M Sell
13,715
-82
-0.6% -$6.5K 0.14% 156
2020
Q4 		$1.01M Buy
13,797
+346
+3% +$23K 0.13% 154
2020
Q3 		$810K Sell
13,451
-1,470
-10% -$88.8K 0.12% 165
2020
Q2 		$856K Sell
14,921
-72
-0.5% -$3.92K 0.14% 151
2020
Q1 		$727K Sell
14,993
-1,789
-11% -$111K 0.14% 149
2019
Q4 		$1.16M Sell
16,782
-43
-0.3% -$2.83K 0.19% 113
2019
Q3 		$1.05M Sell
16,825
-94
-0.6% -$5.86K 0.19% 116
2019
Q2 		$1.06M Sell
16,919
-5
-0% -$308 0.19% 112
2019
Q1 		$888K Buy
16,924
+262
+2% +$15.1K 0.11% 197
2018
Q4 		$872K Buy
+16,662
New +$952K 0.19% 118
2018
Q3 		– Sell
-1,044,514
Closed -$18.3M – 1479
2018
Q2 		$18.3M Buy
1,044,514
+1,026,214
+5,608% +$59M 0.21% 119
2018
Q1 		$1.02M Buy
18,300
+1,123
+7% +$67.2K 0.19% 110
2017
Q4 		$1.04M Buy
17,177
+300
+2% +$17.1K 0.19% 113
2017
Q3 		$945K Sell
16,877
-1,694
-9% -$91.7K 0.2% 112
2017
Q2 		$998K Sell
18,571
-1,778
-9% -$93.2K 0.22% 97
2017
Q1 		$1.05M Sell
20,349
-742
-4% -$38.4K 0.26% 84
2016
Q4 		$1.07M Sell
21,091
-1,230
-6% -$60.3K 0.34% 57
2016
Q3 		$1.05M Buy
+22,321
New +$1.05M 0.39% 48
2016
Q1 		$314K Buy
+6,850
New +$295K 0.24% 70

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $666B 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

Cornerstone Wealth Management's PKW Position: Q1 2026 in Review

Cornerstone Wealth Management increased its Invesco BuyBack Achievers ETF (PKW) stake by 8.8% in Q1 2026, buying an estimated $355K and bringing the position to 32,255 shares worth $4.23M. The position accounts for 0.21% of the portfolio, ranked #105.

Cornerstone Wealth Management first reported a position in PKW in Q1 2016 and has held it in 38 quarters since. The position peaked at $18.3M in Q2 2018. 251 funds tracked by Wall St. Rank hold PKW as of Q1 2026.

  • Cornerstone Wealth Management held 32,255 shares of Invesco BuyBack Achievers ETF worth $4.23M as of Q1 2026.
  • Cornerstone Wealth Management bought 2,615 Invesco BuyBack Achievers ETF shares in Q1 2026, an estimated $355K.
  • Invesco BuyBack Achievers ETF made up 0.21% of Cornerstone Wealth Management's portfolio in Q1 2026, its #105 holding.
  • Cornerstone Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q1 2016 and has held it in 38 quarters since.
  • Cornerstone Wealth Management's Invesco BuyBack Achievers ETF position peaked at $18.3M in Q2 2018.
  • 251 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.