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 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

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Wealth Enhancement Advisory Services

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Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Banque de Luxembourg Luxembourg $212M AUM 19.72% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return