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H&H Retirement Design & Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

H&H Retirement Design & Management’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 		$1.84M Buy
12,513
+605
+5% +$83.2K 0.84% 25
2026
Q1 		$1.65M Sell
11,908
-461
-4% -$62.5K 0.77% 28
2025
Q4 		$1.69M Buy
12,369
+532
+4% +$70.2K 0.86% 26
2025
Q3 		$1.54M Sell
11,837
-433
-4% -$55.6K 0.82% 26
2025
Q2 		$1.54M Buy
12,270
+867
+8% +$99.1K 0.84% 26
2025
Q1 		$1.17M Sell
11,403
-72
-0.6% -$8.38K 0.78% 26
2024
Q4 		$1.34M Sell
11,475
-379
-3% -$44.9K 0.81% 26
2024
Q3 		$1.38M Buy
11,854
+504
+4% +$54.6K 0.81% 27
2024
Q2 		$1.21M Buy
11,350
+195
+2% +$20.3K 0.75% 31
2024
Q1 		$1.15M Sell
11,155
-1,434
-11% -$146K 0.76% 31
2023
Q4 		$1.26M Sell
12,589
-319
-2% -$29.2K 0.8% 26
2023
Q3 		$1.15M Sell
12,908
-38
-0.3% -$3.5K 0.8% 25
2023
Q2 		$1.19M Sell
12,946
-192
-1% -$16.4K 0.79% 25
2023
Q1 		$1.12M Buy
+13,138
New +$1.15M 0.72% 26

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

H&H Retirement Design & Management's PKW Position: Q2 2026 in Review

H&H Retirement Design & Management increased its Invesco BuyBack Achievers ETF (PKW) stake by 5.1% in Q2 2026, buying an estimated $83.2K and bringing the position to 12,513 shares worth $1.84M. The position accounts for 0.84% of the portfolio, ranked #25.

H&H Retirement Design & Management first reported a position in PKW in Q1 2023 and has held it in 14 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

  • H&H Retirement Design & Management held 12,513 shares of Invesco BuyBack Achievers ETF worth $1.84M as of Q2 2026.
  • H&H Retirement Design & Management bought 605 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $83.2K.
  • Invesco BuyBack Achievers ETF made up 0.84% of H&H Retirement Design & Management's portfolio in Q2 2026, its #25 holding.
  • H&H Retirement Design & Management first reported a position in Invesco BuyBack Achievers ETF in Q1 2023 and has held it in 14 quarters since.
  • 252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.