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 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

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 Financial Group's PKW Position: Q2 2026 in Review

Independent Financial Group increased its Invesco BuyBack Achievers ETF (PKW) stake by 13% in Q2 2026, buying an estimated $58.4K and bringing the position to 3,728 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #975.

Independent Financial Group first reported a position in PKW in Q4 2024 and has held it in 7 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Independent Financial Group held 3,728 shares of Invesco BuyBack Achievers ETF worth $528K as of Q2 2026.
Independent Financial Group bought 425 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $58.4K.
Invesco BuyBack Achievers ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #975 holding.
Independent Financial Group first reported a position in Invesco BuyBack Achievers ETF in Q4 2024 and has held it in 7 quarters since.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

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