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Fortis Group Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Fortis Group 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 		– Sell
-18,075
Closed -$2.51M – 642
2026
Q1 		$2.51M Sell
18,075
-1,603
-8% -$217K 0.41% 65
2025
Q4 		$2.67M Sell
19,678
-200
-1% -$26.4K 0.45% 57
2025
Q3 		$2.58M Buy
19,878
+231
+1% +$29.7K 0.44% 59
2025
Q2 		$2.46M Buy
+19,647
New +$2.24M 0.45% 54

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Koshinski Asset Management
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

Fortis Group Advisors's PKW Position: Q2 2026 in Review

Fortis Group Advisors sold out of Invesco BuyBack Achievers ETF (PKW) in Q2 2026, closing a stake of 18,075 shares — an estimated $2.51M sold.

Fortis Group Advisors first reported a position in PKW in Q2 2025 and held it in 4 quarters. The position peaked at $2.67M in Q4 2025. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

  • Fortis Group Advisors reported no remaining Invesco BuyBack Achievers ETF position as of Q2 2026 after selling out during the quarter.
  • Fortis Group Advisors sold 18,075 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $2.51M.
  • Fortis Group Advisors first reported a position in Invesco BuyBack Achievers ETF in Q2 2025 and held it in 4 quarters.
  • Fortis Group Advisors's Invesco BuyBack Achievers ETF position peaked at $2.67M in Q4 2025.
  • 252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

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