EFS
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Essex Financial Services’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Essex Financial Services’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 		$2.13M Buy
16,215
+63
+0.4% +$8.55K 0.12% 164
2025
Q4 		$2.17M Sell
16,152
-452
-3% -$59.7K 0.12% 161
2025
Q3 		$2.2M Buy
16,604
+84
+0.5% +$10.8K 0.13% 153
2025
Q2 		$2.04M Sell
16,520
-54
-0.3% -$6.17K 0.13% 151
2025
Q1 		$1.87M Buy
16,574
+4
+0% +$466 0.13% 151
2024
Q4 		$1.91M Buy
16,570
+3
+0% +$355 0.13% 142
2024
Q3 		$1.92M Buy
16,567
+282
+2% +$30.5K 0.14% 139
2024
Q2 		$1.72M Buy
16,285
+1,018
+7% +$106K 0.13% 158
2024
Q1 		$1.65M Buy
15,267
+285
+2% +$29K 0.15% 137
2023
Q4 		$1.48M Sell
14,982
-199
-1% -$18.2K 0.15% 133
2023
Q3 		$1.37M Sell
15,181
-284
-2% -$26.1K 0.16% 135
2023
Q2 		$1.38M Sell
15,465
-39
-0.3% -$3.33K 0.16% 135
2023
Q1 		$1.32M Sell
15,504
-277
-2% -$24.2K 0.14% 152
2022
Q4 		$1.35M Sell
15,781
-3,728
-19% -$314K 0.14% 142
2022
Q3 		$1.45M Sell
19,509
-342
-2% -$27.8K 0.17% 121
2022
Q2 		$1.54M Buy
19,851
+10
+0.1% +$848 0.17% 121
2022
Q1 		$1.79M Buy
19,841
+7,029
+55% +$645K 0.17% 125
2021
Q4 		$1.24M Buy
12,812
+2,683
+26% +$255K 0.12% 170
2021
Q3 		$913K Buy
10,129
+818
+9% +$75.2K 0.1% 193
2021
Q2 		$784K Hold
9,311
– – 0.11% 185
2021
Q1 		$784K Sell
9,311
-92
-1% -$7.3K 0.14% 155
2020
Q4 		$690K Buy
9,403
+1,090
+13% +$72.5K 0.14% 153
2020
Q3 		$500K Sell
8,313
-257
-3% -$15.5K 0.12% 159
2020
Q2 		$492K Buy
8,570
+1,116
+15% +$60.8K 0.15% 133
2020
Q1 		$361K Buy
7,454
+1,712
+30% +$106K 0.13% 156
2019
Q4 		$396K Buy
+5,742
New +$378K 0.11% 170
2019
Q3 		– Sell
-3,430
Closed -$215K – 262
2019
Q2 		$215K Buy
+3,430
New +$211K 0.06% 220
2018
Q2 		– Sell
-12,023
Closed -$684K – 331
2018
Q1 		$684K Buy
+12,023
New +$720K 0.13% 164
2017
Q3 		– Sell
-15,191
Closed -$815K – 328
2017
Q2 		$815K Sell
15,191
-739
-5% -$38.8K 0.17% 131
2017
Q1 		$828K Sell
15,930
-1,530
-9% -$79.1K 0.19% 119
2016
Q4 		$881K Sell
17,460
-3,176
-15% -$156K 0.19% 121
2016
Q3 		$918K Buy
20,636
+3,116
+18% +$147K 0.22% 113
2016
Q2 		$792K Sell
17,520
-3,698
-17% -$168K 0.19% 122
2016
Q1 		$962K Sell
21,218
-22,726
-52% -$978K 0.24% 103
2015
Q4 		$2M Buy
43,944
+1,022
+2% +$47.4K 0.48% 56
2015
Q3 		$1.88M Sell
42,922
-476
-1% -$22.4K 0.49% 55
2015
Q2 		$2.11M Sell
43,398
-2,892
-6% -$143K 0.54% 49
2015
Q1 		$2.28M Buy
46,290
+5,382
+13% +$261K 0.59% 47
2014
Q4 		$1.97M Sell
40,908
-1,054
-3% -$48.5K 0.51% 51
2014
Q3 		$1.88M Buy
41,962
+5,363
+15% +$242K 0.56% 44
2014
Q2 		$1.64M Buy
36,599
+3,363
+10% +$147K 0.49% 50
2014
Q1 		$1.45M Buy
33,236
+18,718
+129% +$796K 0.47% 53
2013
Q4 		$625K Buy
+14,518
New +$595K 0.21% 113

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 $38.8B AUM 21.88% 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

Essex Financial Services's PKW Position: Q1 2026 in Review

Essex Financial Services increased its Invesco BuyBack Achievers ETF (PKW) stake by 0.39% in Q1 2026, buying an estimated $8.55K and bringing the position to 16,215 shares worth $2.13M. The position accounts for 0.12% of the portfolio, ranked #164.

Essex Financial Services first reported a position in PKW in Q4 2013 and has held it in 43 quarters since. The position peaked at $2.28M in Q1 2015. 251 funds tracked by Wall St. Rank hold PKW as of Q1 2026.

  • Essex Financial Services held 16,215 shares of Invesco BuyBack Achievers ETF worth $2.13M as of Q1 2026.
  • Essex Financial Services bought 63 Invesco BuyBack Achievers ETF shares in Q1 2026, an estimated $8.55K.
  • Invesco BuyBack Achievers ETF made up 0.12% of Essex Financial Services's portfolio in Q1 2026, its #164 holding.
  • Essex Financial Services first reported a position in Invesco BuyBack Achievers ETF in Q4 2013 and has held it in 43 quarters since.
  • Essex Financial Services's Invesco BuyBack Achievers ETF position peaked at $2.28M in Q1 2015.
  • 251 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.