CFD
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Creative Financial Designs’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Creative Financial Designs’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 		$46.9K Sell
331
-20
-6% -$2.75K ﹤0.01% 1035
2026
Q1 		$46K Sell
351
-113
-24% -$15.3K ﹤0.01% 922
2025
Q4 		$62.3K Sell
464
-11
-2% -$1.45K ﹤0.01% 787
2025
Q3 		$63K Sell
475
-283
-37% -$36.4K ﹤0.01% 777
2025
Q2 		$93.7K Buy
758
+1
+0.1% +$114 0.01% 684
2025
Q1 		$85.2K Sell
757
-101
-12% -$11.8K 0.01% 662
2024
Q4 		$98.8K Sell
858
-107
-11% -$12.7K 0.01% 606
2024
Q3 		$111K Buy
965
+1
+0.1% +$108 0.01% 574
2024
Q2 		$100K Buy
964
+1
+0.1% +$104 0.01% 579
2024
Q1 		$104K Buy
963
+2
+0.2% +$203 0.01% 561
2023
Q4 		$95.2K Buy
961
+2
+0.2% +$183 0.01% 546
2023
Q3 		$86.3K Sell
959
-211
-18% -$19.4K 0.01% 514
2023
Q2 		$105K Sell
1,170
-492
-30% -$42K 0.01% 480
2023
Q1 		$141K Sell
1,662
-301
-15% -$26.3K 0.02% 398
2022
Q4 		$168K Buy
1,963
+4
+0.2% +$337 0.02% 348
2022
Q3 		$145K Sell
1,959
-139
-7% -$11.3K 0.02% 357
2022
Q2 		$163K Sell
2,098
-413
-16% -$35K 0.03% 333
2022
Q1 		$227K Buy
2,511
+205
+9% +$18.8K 0.03% 275
2021
Q4 		$223K Sell
2,306
-59
-2% -$5.6K 0.03% 293
2021
Q3 		$213K Buy
2,365
+758
+47% +$69.7K 0.04% 286
2021
Q2 		$145K Buy
1,607
+1,306
+434% +$116K 0.03% 369
2021
Q1 		$25K Buy
+301
New +$23.9K ﹤0.01% 729

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

Creative Financial Designs's PKW Position: Q2 2026 in Review

Creative Financial Designs reduced its Invesco BuyBack Achievers ETF (PKW) stake by 5.7% in Q2 2026, selling an estimated $2.75K and leaving 331 shares worth $46.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Creative Financial Designs first reported a position in PKW in Q1 2021 and has held it in 22 quarters since. The position peaked at $227K in Q1 2022. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

  • Creative Financial Designs held 331 shares of Invesco BuyBack Achievers ETF worth $46.9K as of Q2 2026.
  • Creative Financial Designs sold 20 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $2.75K.
  • Invesco BuyBack Achievers ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1035 holding.
  • Creative Financial Designs first reported a position in Invesco BuyBack Achievers ETF in Q1 2021 and has held it in 22 quarters since.
  • Creative Financial Designs's Invesco BuyBack Achievers ETF position peaked at $227K in Q1 2022.
  • 252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.