IRON Financial’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

IRON Financial’s Portfolio IPKW Stock Details IPKW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$328K	Buy	5,532 +22	+0.4%	+$1.32K	0.14%	90
2026 Q2	$310K	Sell	5,510 -46	-0.8%	-$2.66K	0.13%	101
2026 Q1	$313K	Buy	5,556 +1,613	+41%	+$92.6K	0.14%	92
2025 Q4	$219K	Buy	+3,943	New	+$211K	0.1%	121

Other funds holding IPKW

Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

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

Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return

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

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

WWMP

Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $128M AUM 17.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Total Clarity Wealth Management St. Charles, Illinois $518M AUM 17.26% 1-Year Est. Return

IRON Financial's IPKW Position: Q3 2026 in Review

IRON Financial increased its Invesco International BuyBack Achievers ETF (IPKW) stake by 0.4% in Q3 2026, buying an estimated $1.32K and bringing the position to 5,532 shares worth $328K. The position accounts for 0.14% of the portfolio, ranked #90.

IRON Financial first reported a position in IPKW in Q4 2025 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold IPKW as of Q3 2026.

IRON Financial held 5,532 shares of Invesco International BuyBack Achievers ETF worth $328K as of Q3 2026.
IRON Financial bought 22 Invesco International BuyBack Achievers ETF shares in Q3 2026, an estimated $1.32K.
Invesco International BuyBack Achievers ETF made up 0.14% of IRON Financial's portfolio in Q3 2026, its #90 holding.
IRON Financial first reported a position in Invesco International BuyBack Achievers ETF in Q4 2025 and has held it in 4 quarters since.
39 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q3 2026.

Based on IRON Financial's 13F filing for Q3 2026, filed 23 Oct 2026.