Equitable Holdings’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Equitable Holdings’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	$6.8M	Buy	47,969 +1,161	+2%	+$160K	0.04%	369
2026 Q1	$6.29M	Buy	46,808 +2,869	+7%	+$389K	0.04%	374
2025 Q4	$5.9M	Sell	43,939 -1,418	-3%	-$187K	0.04%	333
2025 Q3	$6.01M	Sell	45,357 -7,518	-14%	-$966K	0.04%	315
2025 Q2	$6.54M	Buy	52,875 +6,635	+14%	+$758K	0.05%	270
2025 Q1	$5.21M	Buy	46,240 +5,054	+12%	+$589K	0.05%	285
2024 Q4	$4.74M	Sell	41,186 -5,314	-11%	-$629K	0.05%	288
2024 Q3	$5.33M	Sell	46,500 -532	-1%	-$57.6K	0.05%	265
2024 Q2	$4.89M	Buy	47,032 +702	+2%	+$73.1K	0.05%	266
2024 Q1	$5.01M	Sell	46,330 -1,791	-4%	-$182K	0.06%	240
2023 Q4	$4.76M	Buy	48,121 +809	+2%	+$73.9K	0.06%	230
2023 Q3	$4.26M	Buy	47,312 +2,502	+6%	+$230K	0.06%	223
2023 Q2	$4.01M	Buy	44,810 +4,524	+11%	+$386K	0.06%	224
2023 Q1	$3.43M	Buy	40,286 +22,293	+124%	+$1.95M	0.05%	229
2022 Q4	$1.54M	Buy	17,993 +652	+4%	+$55K	0.03%	349
2022 Q3	$1.29M	Sell	17,341 -770	-4%	-$62.7K	0.03%	344
2022 Q2	$1.4M	Sell	18,111 -1,507	-8%	-$128K	0.03%	325
2022 Q1	$1.77M	Sell	19,618 -1,506	-7%	-$138K	0.03%	306
2021 Q4	$2.04M	Buy	21,124 +2,331	+12%	+$221K	0.03%	275
2021 Q3	$1.69M	Buy	18,793 +1,425	+8%	+$131K	0.03%	291
2021 Q2	$1.57M	Buy	17,368 +245	+1%	+$21.8K	0.03%	293
2021 Q1	$1.44M	Sell	17,123 -993	-5%	-$78.7K	0.03%	293
2020 Q4	$1.33M	Sell	18,116 -82	-0.5%	-$5.45K	0.03%	278
2020 Q3	$1.09M	Sell	18,198 -14,989	-45%	-$905K	0.03%	289
2020 Q2	$1.91M	Sell	33,187 -3,736	-10%	-$204K	0.05%	212
2020 Q1	$1.79M	Sell	36,923 -2,523	-6%	-$157K	0.06%	183
2019 Q4	$2.72M	Buy	+39,446	New	+$2.6M	0.08%	151

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

Equitable Holdings's PKW Position: Q2 2026 in Review

Equitable Holdings increased its Invesco BuyBack Achievers ETF (PKW) stake by 2.5% in Q2 2026, buying an estimated $160K and bringing the position to 47,969 shares worth $6.8M. The position accounts for 0.04% of the portfolio, ranked #369.

Equitable Holdings first reported a position in PKW in Q4 2019 and has held it in 27 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Equitable Holdings held 47,969 shares of Invesco BuyBack Achievers ETF worth $6.8M as of Q2 2026.
Equitable Holdings bought 1,161 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $160K.
Invesco BuyBack Achievers ETF made up 0.04% of Equitable Holdings's portfolio in Q2 2026, its #369 holding.
Equitable Holdings first reported a position in Invesco BuyBack Achievers ETF in Q4 2019 and has held it in 27 quarters since.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.