HBW
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Hazlett, Burt & Watson’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Hazlett, Burt & Watson’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 		$1.29M Buy
9,022
+593
+7% +$81.5K 0.34% 72
2026
Q1 		$1.11M Buy
8,429
+300
+4% +$40.7K 0.35% 76
2025
Q4 		$1.09M Buy
8,129
+51
+0.6% +$6.73K 0.35% 69
2025
Q3 		$1.07M Buy
8,078
+1,801
+29% +$231K 0.38% 61
2025
Q2 		$773K Buy
6,277
+6,030
+2,441% +$689K 0.32% 73
2025
Q1 		$28K Buy
247
+85
+52% +$9.9K 0.01% 448
2024
Q4 		$18K Sell
162
-108
-40% -$12.8K 0.01% 479
2024
Q3 		$31K Sell
270
-10
-4% -$1.08K 0.01% 415
2024
Q2 		$28K Buy
280
+9
+3% +$937 0.01% 407
2024
Q1 		$29K Buy
+271
New +$27.5K 0.02% 393
2023
Q1 		– Sell
-115
Closed -$10K – 673
2022
Q4 		$10K Hold
115
– – 0.01% 458
2022
Q3 		$9K Buy
+115
New +$9.36K 0.01% 466

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

Hazlett, Burt & Watson's PKW Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Invesco BuyBack Achievers ETF (PKW) stake by 7% in Q2 2026, buying an estimated $81.5K and bringing the position to 9,022 shares worth $1.29M. The position accounts for 0.34% of the portfolio, ranked #72.

Hazlett, Burt & Watson first reported a position in PKW in Q3 2022 and has held it in 12 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

  • Hazlett, Burt & Watson held 9,022 shares of Invesco BuyBack Achievers ETF worth $1.29M as of Q2 2026.
  • Hazlett, Burt & Watson bought 593 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $81.5K.
  • Invesco BuyBack Achievers ETF made up 0.34% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #72 holding.
  • Hazlett, Burt & Watson first reported a position in Invesco BuyBack Achievers ETF in Q3 2022 and has held it in 12 quarters since.
  • 252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.