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Integrated Wealth Concepts’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Integrated Wealth Concepts’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 		$1.81M Buy
12,773
+4,306
+51% +$592K 0.01% 891
2026
Q1 		$1.11M Buy
+8,467
New +$1.15M 0.01% 1047
2025
Q4 		– Sell
-6,425
Closed -$851K – 1942
2025
Q3 		$851K Buy
6,425
+1,086
+20% +$140K 0.01% 1074
2025
Q2 		$660K Buy
5,339
+1,191
+29% +$136K 0.01% 1125
2025
Q1 		$467K Buy
4,148
+342
+9% +$39.8K 0.01% 1174
2024
Q4 		$438K Buy
3,806
+579
+18% +$68.6K 0.01% 1189
2024
Q3 		$370K Sell
3,227
-93
-3% -$10.1K ﹤0.01% 1222
2024
Q2 		$345K Buy
3,320
+438
+15% +$45.6K ﹤0.01% 1243
2024
Q1 		$312K Buy
2,882
+521
+22% +$52.9K ﹤0.01% 1304
2023
Q4 		$234K Sell
2,361
-674
-22% -$61.6K ﹤0.01% 1395
2023
Q3 		$273K Buy
+3,035
New +$279K ﹤0.01% 1275
2021
Q3 		– Sell
-2,649
Closed -$239K – 971
2021
Q2 		$239K Buy
2,649
+128
+5% +$11.4K 0.01% 717
2021
Q1 		$212K Buy
+2,521
New +$200K 0.01% 682

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
Koshinski Asset Management
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

Integrated Wealth Concepts's PKW Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Invesco BuyBack Achievers ETF (PKW) stake by 51% in Q2 2026, buying an estimated $592K and bringing the position to 12,773 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #891.

Integrated Wealth Concepts first reported a position in PKW in Q1 2021 and has held it in 13 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

  • Integrated Wealth Concepts held 12,773 shares of Invesco BuyBack Achievers ETF worth $1.81M as of Q2 2026.
  • Integrated Wealth Concepts bought 4,306 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $592K.
  • Invesco BuyBack Achievers ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #891 holding.
  • Integrated Wealth Concepts first reported a position in Invesco BuyBack Achievers ETF in Q1 2021 and has held it in 13 quarters since.
  • 252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.