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

Independent Financial Group’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 Q3	$541K	Buy	3,782 +54	+1%	+$7.98K	0.01%	973
2026 Q2	$528K	Buy	3,728 +425	+13%	+$58.4K	0.01%	975
2026 Q1	$434K	Buy	3,303 +304	+10%	+$41.2K	0.01%	998
2025 Q4	$403K	Buy	2,999 +5	+0.2%	+$660	0.01%	1006
2025 Q3	$397K	Buy	2,994 +307	+11%	+$39.4K	0.01%	952
2025 Q2	$332K	Buy	2,687 +6	+0.2%	+$686	0.01%	978
2025 Q1	$302K	Buy	2,681 +6	+0.2%	+$699	0.01%	936
2024 Q4	$308K	Buy	+2,675	New	+$317K	0.01%	892

Other funds holding PKW

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

SEA

Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return

BDL

Banque de Luxembourg Luxembourg $224M AUM 19.18% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

SAM

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

1WAL

15 Wealth Advisors LLC Mundelein, Illinois $399M AUM

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

Independent Financial Group's PKW Position: Q3 2026 in Review

Independent Financial Group increased its Invesco BuyBack Achievers ETF (PKW) stake by 1.4% in Q3 2026, buying an estimated $7.98K and bringing the position to 3,782 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #973.

Independent Financial Group first reported a position in PKW in Q4 2024 and has held it in 8 quarters since. 21 funds tracked by Wall St. Rank hold PKW as of Q3 2026.

Independent Financial Group held 3,782 shares of Invesco BuyBack Achievers ETF worth $541K as of Q3 2026.
Independent Financial Group bought 54 Invesco BuyBack Achievers ETF shares in Q3 2026, an estimated $7.98K.
Invesco BuyBack Achievers ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #973 holding.
Independent Financial Group first reported a position in Invesco BuyBack Achievers ETF in Q4 2024 and has held it in 8 quarters since.
21 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.