EFS
IPKW icon

Essex Financial Services’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

Essex Financial Services’s Portfolio IPKW Stock Details IPKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$452K Hold
8,028
– – 0.02% 510
2026
Q1 		$452K Hold
8,028
– – 0.03% 481
2025
Q4 		$446K Hold
8,028
– – 0.03% 474
2025
Q3 		$423K Hold
8,028
– – 0.03% 476
2025
Q2 		$391K Buy
8,028
+324
+4% +$14.9K 0.03% 472
2025
Q1 		$352K Sell
7,704
-600
-7% -$26.2K 0.03% 459
2024
Q4 		$330K Hold
8,304
– – 0.02% 467
2024
Q3 		$349K Hold
8,304
– – 0.03% 452
2024
Q2 		$330K Buy
+8,304
New +$334K 0.02% 456
2023
Q3 		– Sell
-7,749
Closed -$268K – 482
2023
Q2 		$268K Buy
+7,749
New +$266K 0.03% 388
2021
Q4 		– Sell
-5,794
Closed -$253K – 507
2021
Q3 		$253K Buy
5,794
+621
+12% +$27.8K 0.03% 386
2021
Q2 		$220K Hold
5,173
– – 0.03% 411
2021
Q1 		$220K Buy
+5,173
New +$215K 0.04% 322
2019
Q1 		– Sell
-13,085
Closed -$377K – 245
2018
Q4 		$377K Sell
13,085
-10,660
-45% -$331K 0.12% 154
2018
Q3 		$816K Buy
23,745
+1,670
+8% +$58.9K 0.18% 111
2018
Q2 		$794K Sell
22,075
-23,227
-51% -$878K 0.19% 110
2018
Q1 		$1.7M Buy
45,302
+27,467
+154% +$1.05M 0.33% 89
2017
Q4 		$670K Hold
17,835
– – 0.16% 127
2017
Q3 		$619K Sell
17,835
-25,380
-59% -$858K 0.15% 136
2017
Q2 		$1.39M Buy
43,215
+12,768
+42% +$406K 0.29% 89
2017
Q1 		$940K Sell
30,447
-2,793
-8% -$84.2K 0.22% 112
2016
Q4 		$940K Buy
33,240
+1,102
+3% +$30.8K 0.2% 114
2016
Q3 		$916K Sell
32,138
-452
-1% -$12.5K 0.22% 114
2016
Q2 		$848K Sell
32,590
-2,773
-8% -$75.9K 0.21% 112
2016
Q1 		$966K Sell
35,363
-1,675
-5% -$42.3K 0.24% 102
2015
Q4 		$963K Sell
37,038
-2,471
-6% -$65.6K 0.23% 107
2015
Q3 		$987K Buy
39,509
+18,520
+88% +$490K 0.26% 95
2015
Q2 		$576K Buy
+20,989
New +$591K 0.15% 155

Other funds holding IPKW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return
NF
Nikulski Financial Bettendorf, Iowa $464M AUM 34.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Essex Financial Services's IPKW Position: Q2 2026 in Review

Essex Financial Services held its Invesco International BuyBack Achievers ETF (IPKW) position steady in Q2 2026 at 8,028 shares worth $452K. The position accounts for 0.02% of the portfolio, ranked #510.

Essex Financial Services first reported a position in IPKW in Q2 2015 and has held it in 28 quarters since. The position peaked at $1.7M in Q1 2018. 89 funds tracked by Wall St. Rank hold IPKW as of Q2 2026.

  • Essex Financial Services held 8,028 shares of Invesco International BuyBack Achievers ETF worth $452K as of Q2 2026.
  • Essex Financial Services left its Invesco International BuyBack Achievers ETF share count unchanged in Q2 2026.
  • Invesco International BuyBack Achievers ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #510 holding.
  • Essex Financial Services first reported a position in Invesco International BuyBack Achievers ETF in Q2 2015 and has held it in 28 quarters since.
  • Essex Financial Services's Invesco International BuyBack Achievers ETF position peaked at $1.7M in Q1 2018.
  • 89 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.