HPC
PKW icon

HM Payson & Co’s Invesco BuyBack Achievers ETF PKW Stock Holding History

HM Payson & Co’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 		$16.4K Hold
125
– – ﹤0.01% 864
2025
Q4 		$16.8K Hold
125
– – ﹤0.01% 863
2025
Q3 		$16.6K Hold
125
– – ﹤0.01% 861
2025
Q2 		$15.4K Hold
125
– – ﹤0.01% 819
2025
Q1 		$14.1K Hold
125
– – ﹤0.01% 835
2024
Q4 		$14.4K Hold
125
– – ﹤0.01% 813
2024
Q3 		$14.3K Hold
125
– – ﹤0.01% 807
2024
Q2 		$13K Hold
125
– – ﹤0.01% 819
2024
Q1 		$13.5K Hold
125
– – ﹤0.01% 794
2023
Q4 		$12.4K Buy
+125
New +$11.4K ﹤0.01% 794

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return