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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
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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

EP Wealth Advisors's PKW Position: Q1 2026 in Review

EP Wealth Advisors sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2026, closing a stake of 6,000 shares — an estimated $806K sold.

EP Wealth Advisors first reported a position in PKW in Q3 2024 and held it in 2 quarters. The position peaked at $806K in Q4 2025. 251 funds tracked by Wall St. Rank hold PKW as of Q1 2026.

  • EP Wealth Advisors reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 6,000 Invesco BuyBack Achievers ETF shares in Q1 2026, an estimated $806K.
  • EP Wealth Advisors first reported a position in Invesco BuyBack Achievers ETF in Q3 2024 and held it in 2 quarters.
  • EP Wealth Advisors's Invesco BuyBack Achievers ETF position peaked at $806K in Q4 2025.
  • 251 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.