Holistic Planning’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Holistic Planning’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	$1.19M	Sell	8,368 -1,325	-14%	-$182K	0.18%	114
2026 Q1	$1.27M	Sell	9,693 -89	-0.9%	-$12.1K	0.25%	86
2025 Q4	$1.31M	Sell	9,782 -300	-3%	-$39.6K	0.28%	79
2025 Q3	$1.34M	Sell	10,082 -507	-5%	-$65.1K	0.35%	58
2025 Q2	$1.31M	Buy	10,589 +331	+3%	+$37.8K	0.37%	52
2025 Q1	$1.16M	Buy	+10,258	New	+$1.19M	0.39%	49

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Holistic Planning's PKW Position: Q2 2026 in Review

Holistic Planning reduced its Invesco BuyBack Achievers ETF (PKW) stake by 14% in Q2 2026, selling an estimated $182K and leaving 8,368 shares worth $1.19M. The position accounts for 0.18% of the portfolio, ranked #114.

Holistic Planning first reported a position in PKW in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.34M in Q3 2025. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Holistic Planning held 8,368 shares of Invesco BuyBack Achievers ETF worth $1.19M as of Q2 2026.
Holistic Planning sold 1,325 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $182K.
Invesco BuyBack Achievers ETF made up 0.18% of Holistic Planning's portfolio in Q2 2026, its #114 holding.
Holistic Planning first reported a position in Invesco BuyBack Achievers ETF in Q1 2025 and has held it in 6 quarters since.
Holistic Planning's Invesco BuyBack Achievers ETF position peaked at $1.34M in Q3 2025.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.