DHJJ Financial Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

DHJJ Financial Advisors’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	$525	Hold	4	–	–	﹤0.01%	886
2025 Q4	$538	Hold	4	–	–	﹤0.01%	841
2025 Q3	$530	Hold	4	–	–	﹤0.01%	814
2025 Q2	$495	Hold	4	–	–	﹤0.01%	802
2025 Q1	$451	Hold	4	–	–	﹤0.01%	762
2024 Q4	$461	Hold	4	–	–	﹤0.01%	729
2024 Q3	$459	Hold	4	–	–	﹤0.01%	714
2024 Q2	$416	Hold	4	–	–	﹤0.01%	675
2024 Q1	$433	Buy	4 +2	+100%	+$203	﹤0.01%	662
2023 Q4	$199	Hold	2	–	–	﹤0.01%	724
2023 Q3	$180	Buy	+2	New	+$184	﹤0.01%	724

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

DHJJ Financial Advisors's PKW Position: Q1 2026 in Review

DHJJ Financial Advisors held its Invesco BuyBack Achievers ETF (PKW) position steady in Q1 2026 at 4 shares worth $525. The position accounts for ﹤0.01% of the portfolio, ranked #886.

DHJJ Financial Advisors first reported a position in PKW in Q3 2023 and has held it in 11 quarters since. The position peaked at $538 in Q4 2025. 251 funds tracked by Wall St. Rank hold PKW as of Q1 2026.

DHJJ Financial Advisors held 4 shares of Invesco BuyBack Achievers ETF worth $525 as of Q1 2026.
DHJJ Financial Advisors left its Invesco BuyBack Achievers ETF share count unchanged in Q1 2026.
Invesco BuyBack Achievers ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #886 holding.
DHJJ Financial Advisors first reported a position in Invesco BuyBack Achievers ETF in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's Invesco BuyBack Achievers ETF position peaked at $538 in Q4 2025.
251 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.