Independent Advisor Alliance’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Independent Advisor Alliance’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	–	Sell	-2,982	Closed	-$391K	–	1471
2026 Q1	$391K	Buy	+2,982	New	+$405K	﹤0.01%	1212
2020 Q1	–	Sell	-9,597	Closed	-$662K	–	727
2019 Q4	$662K	Buy	+9,597	New	+$632K	0.03%	465
2017 Q2	–	Sell	-5,690	Closed	-$292K	–	354
2017 Q1	$292K	Buy	+5,690	New	+$294K	0.05%	308

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

Independent Advisor Alliance's PKW Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco BuyBack Achievers ETF (PKW) in Q2 2026, closing a stake of 2,982 shares — an estimated $391K sold.

Independent Advisor Alliance first reported a position in PKW in Q1 2017 and held it in 3 quarters. The position peaked at $662K in Q4 2019. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Independent Advisor Alliance reported no remaining Invesco BuyBack Achievers ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 2,982 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $391K.
Independent Advisor Alliance first reported a position in Invesco BuyBack Achievers ETF in Q1 2017 and held it in 3 quarters.
Independent Advisor Alliance's Invesco BuyBack Achievers ETF position peaked at $662K in Q4 2019.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.