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Independent Financial Group’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

Independent Financial Group’s Portfolio IPKW Stock Details IPKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$428K Sell
7,595
-361
-5% -$20.9K 0.01% 1058
2026
Q1 		$448K Buy
+7,956
New +$457K 0.01% 983

Other funds holding IPKW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return
NF
Nikulski Financial Bettendorf, Iowa $464M AUM 34.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Independent Financial Group's IPKW Position: Q2 2026 in Review

Independent Financial Group reduced its Invesco International BuyBack Achievers ETF (IPKW) stake by 4.5% in Q2 2026, selling an estimated $20.9K and leaving 7,595 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #1058.

Independent Financial Group first reported a position in IPKW in Q1 2026 and has held it in 2 quarters since. The position peaked at $448K in Q1 2026. 89 funds tracked by Wall St. Rank hold IPKW as of Q2 2026.

  • Independent Financial Group held 7,595 shares of Invesco International BuyBack Achievers ETF worth $428K as of Q2 2026.
  • Independent Financial Group sold 361 Invesco International BuyBack Achievers ETF shares in Q2 2026, an estimated $20.9K.
  • Invesco International BuyBack Achievers ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1058 holding.
  • Independent Financial Group first reported a position in Invesco International BuyBack Achievers ETF in Q1 2026 and has held it in 2 quarters since.
  • Independent Financial Group's Invesco International BuyBack Achievers ETF position peaked at $448K in Q1 2026.
  • 89 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.