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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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