Guardian Wealth Advisors (North Carolina)’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$13.1K	Buy	+100	New	+$13.6K	﹤0.01%	526
2025 Q3	–	Sell	-100	Closed	-$12.4K	–	489
2025 Q2	$12.4K	Hold	100	–	–	﹤0.01%	470
2025 Q1	$11.3K	Hold	100	–	–	﹤0.01%	458
2024 Q4	$11.5K	Hold	100	–	–	﹤0.01%	435
2024 Q3	$11.5K	Hold	100	–	–	﹤0.01%	375
2024 Q2	$10.4K	Hold	100	–	–	﹤0.01%	369
2024 Q1	$10.8K	Hold	100	–	–	﹤0.01%	385
2023 Q4	$9.9K	Hold	100	–	–	﹤0.01%	381
2023 Q3	$9K	Hold	100	–	–	﹤0.01%	359
2023 Q2	$8.95K	Hold	100	–	–	﹤0.01%	344
2023 Q1	$8.51K	Hold	100	–	–	﹤0.01%	340
2022 Q4	$8.56K	Hold	100	–	–	﹤0.01%	320
2022 Q3	$7K	Hold	100	–	–	﹤0.01%	300
2022 Q2	$8K	Hold	100	–	–	﹤0.01%	300
2022 Q1	$9K	Hold	100	–	–	﹤0.01%	216
2021 Q4	$10K	Buy	+100	New	+$9.49K	﹤0.01%	204

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CAG

Curtis Advisory Group Santa Barbara, California $515M AUM 19.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s PKW Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Invesco BuyBack Achievers ETF (PKW) in Q1 2026: 100 shares worth $13.1K. The stake represents ﹤0.01% of the portfolio and ranks #526 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in PKW as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in PKW in Q4 2021 and has held it in 16 quarters since. 251 funds tracked by Wall St. Rank hold PKW as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 100 shares of Invesco BuyBack Achievers ETF worth $13.1K as of Q1 2026.
Invesco BuyBack Achievers ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
Invesco BuyBack Achievers ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #526 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco BuyBack Achievers ETF in Q4 2021 and has held it in 16 quarters since.
251 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.