Ethos Financial Group’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Ethos Financial Group’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	$457K	Sell	3,229 -1,105	-25%	-$152K	0.03%	381
2026 Q1	$582K	Hold	4,334	–	–	0.04%	285
2025 Q4	$582K	Sell	4,334 -375	-8%	-$49.5K	0.04%	268
2025 Q3	$624K	Buy	4,709 +1,560	+50%	+$200K	0.05%	236
2025 Q2	$389K	Hold	3,149	–	–	0.03%	299
2025 Q1	$355K	Buy	+3,149	New	+$367K	0.03%	296

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

Ethos Financial Group's PKW Position: Q2 2026 in Review

Ethos Financial Group reduced its Invesco BuyBack Achievers ETF (PKW) stake by 25% in Q2 2026, selling an estimated $152K and leaving 3,229 shares worth $457K. The position accounts for 0.03% of the portfolio, ranked #381.

Ethos Financial Group first reported a position in PKW in Q1 2025 and has held it in 6 quarters since. The position peaked at $624K in Q3 2025. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Ethos Financial Group held 3,229 shares of Invesco BuyBack Achievers ETF worth $457K as of Q2 2026.
Ethos Financial Group sold 1,105 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $152K.
Invesco BuyBack Achievers ETF made up 0.03% of Ethos Financial Group's portfolio in Q2 2026, its #381 holding.
Ethos Financial Group first reported a position in Invesco BuyBack Achievers ETF in Q1 2025 and has held it in 6 quarters since.
Ethos Financial Group's Invesco BuyBack Achievers ETF position peaked at $624K in Q3 2025.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.