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 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Holistic Planning's PKW Position: Q1 2026 in Review

Holistic Planning reduced its Invesco BuyBack Achievers ETF (PKW) stake by 0.91% in Q1 2026, selling an estimated $12.1K and leaving 9,693 shares worth $1.27M. The position accounts for 0.25% of the portfolio, ranked #86.

Holistic Planning first reported a position in PKW in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.34M in Q3 2025. 251 funds tracked by Wall St. Rank hold PKW as of Q1 2026.

Holistic Planning held 9,693 shares of Invesco BuyBack Achievers ETF worth $1.27M as of Q1 2026.
Holistic Planning sold 89 Invesco BuyBack Achievers ETF shares in Q1 2026, an estimated $12.1K.
Invesco BuyBack Achievers ETF made up 0.25% of Holistic Planning's portfolio in Q1 2026, its #86 holding.
Holistic Planning first reported a position in Invesco BuyBack Achievers ETF in Q1 2025 and has held it in 5 quarters since.
Holistic Planning's Invesco BuyBack Achievers ETF position peaked at $1.34M in Q3 2025.
251 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.