JWCA
PKW icon

J.W. Cole Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

J.W. Cole Advisors’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 		$2.4M Sell
16,941
-669
-4% -$92K 0.04% 438
2026
Q1 		$2.31M Sell
17,610
-75
-0.4% -$10.2K 0.08% 222
2025
Q4 		$2.38M Buy
17,685
+584
+3% +$77.1K 0.06% 333
2025
Q3 		$2.27M Sell
17,101
-645
-4% -$82.9K 0.04% 406
2025
Q2 		$2.19M Sell
17,746
-1,015
-5% -$116K 0.05% 390
2025
Q1 		$2.11M Buy
18,761
+14,597
+351% +$1.7M 0.07% 301
2024
Q4 		$479K Buy
4,164
+1
+0% +$118 0.02% 614
2024
Q3 		$477K Buy
4,163
+1
+0% +$108 0.02% 611
2024
Q2 		$432K Buy
4,162
+1
+0% +$104 0.02% 561
2024
Q1 		$450K Hold
4,161
– – 0.02% 563
2023
Q4 		$412K Buy
4,161
+2
+0% +$183 0.02% 545
2023
Q3 		$374K Sell
4,159
-155
-4% -$14.3K 0.03% 498
2023
Q2 		$386K Buy
4,314
+1
+0% +$85 0.03% 498
2023
Q1 		$367K Sell
4,313
-2,523
-37% -$221K 0.03% 535
2022
Q4 		$585K Hold
6,836
– – 0.05% 383
2022
Q3 		$507K Sell
6,836
-150
-2% -$12.2K 0.04% 394
2022
Q2 		$542K Sell
6,986
-616
-8% -$52.2K 0.04% 388
2022
Q1 		$688K Sell
7,602
-84
-1% -$7.71K 0.05% 365
2021
Q4 		$742K Buy
+7,686
New +$729K 0.05% 357
2021
Q3 		– Sell
-7,988
Closed -$721K – 673
2021
Q2 		$721K Buy
7,988
+1,224
+18% +$109K 0.06% 337
2021
Q1 		$570K Buy
6,764
+3
+0% +$238 0.05% 357
2020
Q4 		$496K Sell
6,761
-2,642
-28% -$176K 0.05% 347
2020
Q3 		$566K Buy
+9,403
New +$568K 0.04% 386
2020
Q1 		– Sell
-10,920
Closed -$753K – 391
2019
Q4 		$753K Buy
+10,920
New +$719K 0.09% 224

Other funds holding PKW

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
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

J.W. Cole Advisors's PKW Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Invesco BuyBack Achievers ETF (PKW) stake by 3.8% in Q2 2026, selling an estimated $92K and leaving 16,941 shares worth $2.4M. The position accounts for 0.04% of the portfolio, ranked #438.

J.W. Cole Advisors first reported a position in PKW in Q4 2019 and has held it in 24 quarters since. 101 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

  • J.W. Cole Advisors held 16,941 shares of Invesco BuyBack Achievers ETF worth $2.4M as of Q2 2026.
  • J.W. Cole Advisors sold 669 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $92K.
  • Invesco BuyBack Achievers ETF made up 0.04% of J.W. Cole Advisors's portfolio in Q2 2026, its #438 holding.
  • J.W. Cole Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2019 and has held it in 24 quarters since.
  • 101 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.