Empirical Wealth Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Empirical Wealth 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	$354K	Hold	2,500	–	–	0.01%	815
2026 Q1	$328K	Hold	2,500	–	–	0.01%	758
2025 Q4	$336K	Hold	2,500	–	–	0.01%	654
2025 Q3	$331K	Hold	2,500	–	–	0.01%	584
2025 Q2	$309K	Hold	2,500	–	–	0.01%	528
2025 Q1	$282K	Hold	2,500	–	–	0.01%	532
2024 Q4	$288K	Hold	2,500	–	–	0.01%	510
2024 Q3	$286K	Sell	2,500 -100	-4%	-$10.8K	0.01%	475
2024 Q2	$270K	Buy	2,600 +100	+4%	+$10.4K	0.01%	474
2024 Q1	$271K	Sell	2,500 -95	-4%	-$9.65K	0.01%	461
2023 Q4	$257K	Buy	2,595 +95	+4%	+$8.68K	0.01%	430
2023 Q3	$225K	Hold	2,500	–	–	0.01%	427
2023 Q2	$224K	Hold	2,500	–	–	0.01%	427
2023 Q1	$213K	Hold	2,500	–	–	0.01%	437
2022 Q4	$214K	Buy	+2,500	New	+$211K	0.01%	427
2022 Q2	–	Sell	-2,500	Closed	-$226K	–	513
2022 Q1	$226K	Hold	2,500	–	–	0.01%	450
2021 Q4	$241K	Hold	2,500	–	–	0.01%	456
2021 Q3	$225K	Hold	2,500	–	–	0.01%	419
2021 Q2	$226K	Hold	2,500	–	–	0.01%	409
2021 Q1	$211K	Buy	+2,500	New	+$198K	0.02%	368

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

Empirical Wealth Management's PKW Position: Q2 2026 in Review

Empirical Wealth Management held its Invesco BuyBack Achievers ETF (PKW) position steady in Q2 2026 at 2,500 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #815.

Empirical Wealth Management first reported a position in PKW in Q1 2021 and has held it in 20 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Empirical Wealth Management held 2,500 shares of Invesco BuyBack Achievers ETF worth $354K as of Q2 2026.
Empirical Wealth Management left its Invesco BuyBack Achievers ETF share count unchanged in Q2 2026.
Invesco BuyBack Achievers ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #815 holding.
Empirical Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q1 2021 and has held it in 20 quarters since.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.