Independent Family Office’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Independent Family Office’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	$1.1M	Hold	8,414	–	–	0.45%	40
2025 Q4	$1.13M	Hold	8,414	–	–	0.47%	38
2025 Q3	$1.11M	Hold	8,414	–	–	0.47%	38
2025 Q2	$1.04M	Hold	8,414	–	–	0.48%	37
2025 Q1	$948K	Hold	8,414	–	–	0.5%	38
2024 Q4	$969K	Hold	8,414	–	–	0.5%	36
2024 Q3	$964K	Hold	8,414	–	–	0.48%	39
2024 Q2	$874K	Hold	8,414	–	–	0.5%	36
2024 Q1	$911K	Hold	8,414	–	–	0.49%	39
2023 Q4	$833K	Hold	8,414	–	–	0.47%	38
2023 Q3	$757K	Hold	8,414	–	–	0.47%	39
2023 Q2	$753K	Sell	8,414 -1,317	-14%	-$112K	0.46%	36
2023 Q1	$828K	Sell	9,731 -135	-1%	-$11.8K	0.48%	37
2022 Q4	$844K	Hold	9,866	–	–	0.51%	37
2022 Q3	$732K	Hold	9,866	–	–	0.36%	40
2022 Q2	$765	Sell	9,866 -2,270	-19%	-$192K	0.38%	36
2022 Q1	$1.1M	Hold	12,136	–	–	0.36%	27
2021 Q4	$1.17M	Hold	12,136	–	–	0.44%	21
2021 Q3	$1.09M	Hold	12,136	–	–	0.45%	18
2021 Q2	$1.09M	Sell	12,136 -41,237	-77%	-$3.66M	0.43%	19
2021 Q1	$4.5M	Hold	53,373	–	–	1.77%	11
2020 Q4	$3.91M	Hold	53,373	–	–	1.64%	11
2020 Q3	$3.21M	Hold	53,373	–	–	1.52%	11
2020 Q2	$3.06M	Hold	53,373	–	–	1.59%	10
2020 Q1	$2.59M	Buy	53,373 +31,737	+147%	+$1.97M	1.61%	11
2019 Q4	$1.49M	Buy	+21,636	New	+$1.43M	0.94%	15

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 $44.6B AUM 28.94% 1-Year Est. Return

CAG

Curtis Advisory Group Santa Barbara, California $515M AUM 19.66% 1-Year Est. Return

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

Independent Family Office's PKW Position: Q1 2026 in Review

Independent Family Office held its Invesco BuyBack Achievers ETF (PKW) position steady in Q1 2026 at 8,414 shares worth $1.1M. The position accounts for 0.45% of the portfolio, ranked #40.

Independent Family Office first reported a position in PKW in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.5M in Q1 2021. 251 funds tracked by Wall St. Rank hold PKW as of Q1 2026.

Independent Family Office held 8,414 shares of Invesco BuyBack Achievers ETF worth $1.1M as of Q1 2026.
Independent Family Office left its Invesco BuyBack Achievers ETF share count unchanged in Q1 2026.
Invesco BuyBack Achievers ETF made up 0.45% of Independent Family Office's portfolio in Q1 2026, its #40 holding.
Independent Family Office first reported a position in Invesco BuyBack Achievers ETF in Q4 2019 and has held it in 26 quarters since.
Independent Family Office's Invesco BuyBack Achievers ETF position peaked at $4.5M in Q1 2021.
251 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.