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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

EverSource Wealth Advisors's PKW Position: Q1 2026 in Review

EverSource Wealth Advisors held its Invesco BuyBack Achievers ETF (PKW) position steady in Q1 2026 at 100 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2770.

EverSource Wealth Advisors first reported a position in PKW in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.4K in Q4 2025. 251 funds tracked by Wall St. Rank hold PKW as of Q1 2026.

EverSource Wealth Advisors held 100 shares of Invesco BuyBack Achievers ETF worth $13.1K as of Q1 2026.
EverSource Wealth Advisors left its Invesco BuyBack Achievers ETF share count unchanged in Q1 2026.
Invesco BuyBack Achievers ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2770 holding.
EverSource Wealth Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2022 and has held it in 14 quarters since.
EverSource Wealth Advisors's Invesco BuyBack Achievers ETF position peaked at $13.4K in Q4 2025.
251 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.