CX Institutional
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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
Q3 		$77K Buy
537
+1
+0.2% +$148 ﹤0.01% 931
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

Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Legacy Capital Wealth Partners
Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Tempus Wealth Planning
Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Hudock Inc
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

CX Institutional's PKW Position: Q3 2026 in Review

CX Institutional increased its Invesco BuyBack Achievers ETF (PKW) stake by 0.19% in Q3 2026, buying an estimated $148 and bringing the position to 537 shares worth $77K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

CX Institutional first reported a position in PKW in Q3 2025 and has held it in 5 quarters since. 56 funds tracked by Wall St. Rank hold PKW as of Q3 2026.

  • CX Institutional held 537 shares of Invesco BuyBack Achievers ETF worth $77K as of Q3 2026.
  • CX Institutional bought 1 Invesco BuyBack Achievers ETF share in Q3 2026, an estimated $148.
  • Invesco BuyBack Achievers ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #931 holding.
  • CX Institutional first reported a position in Invesco BuyBack Achievers ETF in Q3 2025 and has held it in 5 quarters since.
  • 56 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.