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Garton & Associates Financial Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Garton & Associates Financial 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 		– Sell
-207
Closed -$27.8K – 541
2025
Q4 		$27.8K Buy
+207
New +$27.3K 0.02% 530

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
CAG
Curtis Advisory Group Santa Barbara, California $515M AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Garton & Associates Financial Advisors's PKW Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2026, closing a stake of 207 shares — an estimated $27.8K sold.

Garton & Associates Financial Advisors first reported a position in PKW in Q4 2025 and held it in 1 quarter. The position peaked at $27.8K in Q4 2025. 252 funds tracked by Wall St. Rank hold PKW as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 207 Invesco BuyBack Achievers ETF shares in Q1 2026, an estimated $27.8K.
  • Garton & Associates Financial Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Invesco BuyBack Achievers ETF position peaked at $27.8K in Q4 2025.
  • 252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.