CX Institutional’s Invesco BuyBack Achievers ETF PKW Stock Holding History

CX Institutional’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	$76K	Buy	536 +1	+0.2%	+$137	﹤0.01%	911
2026 Q1	$70K	Buy	535 +1	+0.2%	+$136	﹤0.01%	917
2025 Q4	$72K	Buy	534 +1	+0.2%	+$132	﹤0.01%	910
2025 Q3	$71K	Buy	+533	New	+$68.5K	﹤0.01%	880

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

CX Institutional's PKW Position: Q2 2026 in Review

CX Institutional increased its Invesco BuyBack Achievers ETF (PKW) stake by 0.19% in Q2 2026, buying an estimated $137 and bringing the position to 536 shares worth $76K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

CX Institutional first reported a position in PKW in Q3 2025 and has held it in 4 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

CX Institutional held 536 shares of Invesco BuyBack Achievers ETF worth $76K as of Q2 2026.
CX Institutional bought 1 Invesco BuyBack Achievers ETF share in Q2 2026, an estimated $137.
Invesco BuyBack Achievers ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #911 holding.
CX Institutional first reported a position in Invesco BuyBack Achievers ETF in Q3 2025 and has held it in 4 quarters since.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.