Grove Bank & Trust’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Grove Bank & Trust’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	$42.9K	Hold	300	–	–	﹤0.01%	465
2026 Q2	$42.5K	Hold	300	–	–	﹤0.01%	457
2026 Q1	$39.4K	Hold	300	–	–	﹤0.01%	452
2025 Q4	$40.3K	Hold	300	–	–	﹤0.01%	445
2025 Q3	$39.7K	Hold	300	–	–	﹤0.01%	447
2025 Q2	$37.1K	Hold	300	–	–	﹤0.01%	453
2025 Q1	$33.8K	Hold	300	–	–	﹤0.01%	451
2024 Q4	$34.5K	Buy	+300	New	+$35.5K	﹤0.01%	402

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

BDL

Banque de Luxembourg Luxembourg $224M AUM 19.18% 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

Grove Bank & Trust's PKW Position: Q3 2026 in Review

Grove Bank & Trust held its Invesco BuyBack Achievers ETF (PKW) position steady in Q3 2026 at 300 shares worth $42.9K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Grove Bank & Trust first reported a position in PKW in Q4 2024 and has held it in 8 quarters since. 21 funds tracked by Wall St. Rank hold PKW as of Q3 2026.

Grove Bank & Trust held 300 shares of Invesco BuyBack Achievers ETF worth $42.9K as of Q3 2026.
Grove Bank & Trust left its Invesco BuyBack Achievers ETF share count unchanged in Q3 2026.
Invesco BuyBack Achievers ETF made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #465 holding.
Grove Bank & Trust first reported a position in Invesco BuyBack Achievers ETF in Q4 2024 and has held it in 8 quarters since.
21 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.