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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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Independent Wealth Network's PKW Position: Q1 2026 in Review

Independent Wealth Network sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2026, closing a stake of 4,908 shares — an estimated $659K sold.

Independent Wealth Network first reported a position in PKW in Q3 2021 and held it in 18 quarters. The position peaked at $766K in Q4 2021. 252 funds tracked by Wall St. Rank hold PKW as of Q1 2026.

  • Independent Wealth Network reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2026 after selling out during the quarter.
  • Independent Wealth Network sold 4,908 Invesco BuyBack Achievers ETF shares in Q1 2026, an estimated $659K.
  • Independent Wealth Network first reported a position in Invesco BuyBack Achievers ETF in Q3 2021 and held it in 18 quarters.
  • Independent Wealth Network's Invesco BuyBack Achievers ETF position peaked at $766K in Q4 2021.
  • 252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.