Farther Finance Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Farther Finance 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 Q3	$1.93M	Sell	13,471 -575	-4%	-$85K	0.01%	802
2026 Q2	$1.99M	Sell	14,046 -199	-1%	-$27.4K	0.02%	749
2026 Q1	$1.88M	Buy	14,245 +6,495	+84%	+$881K	0.02%	679
2025 Q4	$1.04M	Buy	7,750 +198	+3%	+$26.1K	0.01%	867
2025 Q3	$1M	Buy	7,552 +390	+5%	+$50.1K	0.02%	725
2025 Q2	$885K	Buy	7,162 +622	+10%	+$71.1K	0.02%	645
2025 Q1	$740K	Buy	6,540 +6,001	+1,113%	+$699K	0.02%	625
2024 Q4	$62.1K	Sell	539 -202	-27%	-$23.9K	﹤0.01%	1543
2024 Q3	$84.9K	Sell	741 -93	-11%	-$10.1K	﹤0.01%	1382
2024 Q2	$85.9K	Sell	834 -28	-3%	-$2.91K	﹤0.01%	1192
2024 Q1	$92.6K	Hold	862	–	–	0.01%	969
2023 Q4	$85.4K	Sell	862 -34	-4%	-$3.11K	0.01%	845
2023 Q3	$80.6K	Hold	896	–	–	0.01%	630
2023 Q2	$80.1K	Hold	896	–	–	0.02%	529
2023 Q1	$76.2K	Hold	896	–	–	0.02%	484
2022 Q4	$76.7K	Buy	+896	New	+$75.5K	0.03%	386

Other funds holding PKW

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

SEA

Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

SAM

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

1WAL

15 Wealth Advisors LLC Mundelein, Illinois $399M AUM

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

IWP

Integrity Wealth Partners Walnut Creek, California $129M AUM

Farther Finance Advisors's PKW Position: Q3 2026 in Review

Farther Finance Advisors reduced its Invesco BuyBack Achievers ETF (PKW) stake by 4.1% in Q3 2026, selling an estimated $85K and leaving 13,471 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #802.

Farther Finance Advisors first reported a position in PKW in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.99M in Q2 2026. 20 funds tracked by Wall St. Rank hold PKW as of Q3 2026.

Farther Finance Advisors held 13,471 shares of Invesco BuyBack Achievers ETF worth $1.93M as of Q3 2026.
Farther Finance Advisors sold 575 Invesco BuyBack Achievers ETF shares in Q3 2026, an estimated $85K.
Invesco BuyBack Achievers ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #802 holding.
Farther Finance Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2022 and has held it in 16 quarters since.
Farther Finance Advisors's Invesco BuyBack Achievers ETF position peaked at $1.99M in Q2 2026.
20 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.