Costello Asset Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Costello Asset 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	$30.7K	Hold	217	–	–	0.01%	336
2026 Q1	$28.4K	Buy	217 +1	+0.5%	+$136	0.01%	326
2025 Q4	$29.1K	Hold	216	–	–	0.01%	319
2025 Q3	$28.6K	Hold	216	–	–	0.01%	319
2025 Q2	$26.7K	Buy	216 +94	+77%	+$10.7K	0.01%	325
2025 Q1	$13.7K	Buy	+122	New	+$14.2K	0.01%	410

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

Costello Asset Management's PKW Position: Q2 2026 in Review

Costello Asset Management held its Invesco BuyBack Achievers ETF (PKW) position steady in Q2 2026 at 217 shares worth $30.7K. The position accounts for 0.01% of the portfolio, ranked #336.

Costello Asset Management first reported a position in PKW in Q1 2025 and has held it in 6 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Costello Asset Management held 217 shares of Invesco BuyBack Achievers ETF worth $30.7K as of Q2 2026.
Costello Asset Management left its Invesco BuyBack Achievers ETF share count unchanged in Q2 2026.
Invesco BuyBack Achievers ETF made up 0.01% of Costello Asset Management's portfolio in Q2 2026, its #336 holding.
Costello Asset Management first reported a position in Invesco BuyBack Achievers ETF in Q1 2025 and has held it in 6 quarters since.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.