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IWN
Independent Wealth Network’s
Invesco BuyBack Achievers ETF
PKW
Stock Holding History
Independent Wealth Network’s Portfolio
PKW Stock Details
PKW Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-4,908
Closed
-$659K
–
336
2025
Q4
$659K
Sell
4,908
-65
-1%
-$8.58K
0.2%
122
2025
Q3
$659K
Sell
4,973
-104
-2%
-$13.4K
0.21%
117
2025
Q2
$628K
Sell
5,077
-219
-4%
-$25K
0.23%
110
2025
Q1
$597K
Sell
5,296
-95
-2%
-$11.1K
0.24%
108
2024
Q4
$621K
Sell
5,391
-171
-3%
-$20.2K
0.25%
94
2024
Q3
$637K
Sell
5,562
-170
-3%
-$18.4K
0.28%
92
2024
Q2
$596K
Sell
5,732
-9
-0.2%
-$937
0.28%
92
2024
Q1
$621K
Sell
5,741
-95
-2%
-$9.65K
0.29%
85
2023
Q4
$578K
Sell
5,836
-750
-11%
-$68.5K
0.3%
84
2023
Q3
$593K
Sell
6,586
-190
-3%
-$17.5K
0.36%
70
2023
Q2
$606K
Sell
6,776
-133
-2%
-$11.4K
0.36%
69
2023
Q1
$588K
Sell
6,909
-678
-9%
-$59.3K
0.38%
61
2022
Q4
$649K
Buy
7,587
+393
+5%
+$33.1K
0.44%
49
2022
Q3
$534K
Sell
7,194
-378
-5%
-$30.8K
0.42%
60
2022
Q2
$587K
Sell
7,572
-521
-6%
-$44.2K
0.42%
60
2022
Q1
$732K
Buy
8,093
+157
+2%
+$14.4K
0.46%
58
2021
Q4
$766K
Buy
7,936
+129
+2%
+$12.2K
0.47%
53
2021
Q3
$765K
Buy
+7,807
New
+$718K
0.5%
53
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
$38.8B AUM
21.88%
1-Year Est. Return
CAG
Curtis Advisory Group
Santa Barbara, California
$464M AUM
19.09%
1-Year Est. Return
Mariner
Overland Park, Kansas
$85.7B AUM
24.21%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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