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EP Wealth Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

EP Wealth 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
Q2 		$850K Buy
+6,000
New +$825K ﹤0.01% 805
2026
Q1 		– Sell
-6,000
Closed -$806K – 1572
2025
Q4 		$806K Buy
+6,000
New +$792K ﹤0.01% 682
2024
Q4 		– Sell
-6,001
Closed -$687K – 1304
2024
Q3 		$687K Buy
+6,001
New +$650K 0.01% 595

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

EP Wealth Advisors's PKW Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Invesco BuyBack Achievers ETF (PKW) in Q2 2026: 6,000 shares worth $850K. The stake represents ﹤0.01% of the portfolio and ranks #805 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in PKW as recently as Q4 2025.

EP Wealth Advisors first reported a position in PKW in Q3 2024 and has held it in 3 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

  • EP Wealth Advisors held 6,000 shares of Invesco BuyBack Achievers ETF worth $850K as of Q2 2026.
  • Invesco BuyBack Achievers ETF was a new EP Wealth Advisors position in Q2 2026.
  • Invesco BuyBack Achievers ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #805 holding.
  • EP Wealth Advisors first reported a position in Invesco BuyBack Achievers ETF in Q3 2024 and has held it in 3 quarters since.
  • 252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.