EverSource Wealth Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

EverSource 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 Q2	$14.2K	Hold	100	–	–	﹤0.01%	2682
2026 Q1	$13.1K	Hold	100	–	–	﹤0.01%	2770
2025 Q4	$13.4K	Hold	100	–	–	﹤0.01%	2648
2025 Q3	$13.2K	Hold	100	–	–	﹤0.01%	2657
2025 Q2	$12.4K	Hold	100	–	–	﹤0.01%	2666
2025 Q1	$11.3K	Hold	100	–	–	﹤0.01%	2047
2024 Q4	$11.5K	Hold	100	–	–	﹤0.01%	1913
2024 Q3	$11.5K	Hold	100	–	–	﹤0.01%	1781
2024 Q2	$11K	Hold	100	–	–	﹤0.01%	1799
2024 Q1	$10.2K	Hold	100	–	–	﹤0.01%	1682
2023 Q4	$9.9K	Hold	100	–	–	﹤0.01%	1562
2023 Q3	$9K	Hold	100	–	–	﹤0.01%	1462
2023 Q2	$8.95K	Hold	100	–	–	﹤0.01%	1487
2023 Q1	$8.51K	Hold	100	–	–	﹤0.01%	1431
2022 Q4	$8.56K	Buy	+100	New	+$8.43K	﹤0.01%	1390

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

EverSource Wealth Advisors's PKW Position: Q2 2026 in Review

EverSource Wealth Advisors held its Invesco BuyBack Achievers ETF (PKW) position steady in Q2 2026 at 100 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2682.

EverSource Wealth Advisors first reported a position in PKW in Q4 2022 and has held it in 15 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

EverSource Wealth Advisors held 100 shares of Invesco BuyBack Achievers ETF worth $14.2K as of Q2 2026.
EverSource Wealth Advisors left its Invesco BuyBack Achievers ETF share count unchanged in Q2 2026.
Invesco BuyBack Achievers ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2682 holding.
EverSource Wealth Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2022 and has held it in 15 quarters since.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.