JBR Co Financial Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

JBR Co Financial Management’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	$419K	Sell	2,955 -1,172	-28%	-$161K	0.15%	95
2026 Q1	$554K	Hold	4,127	–	–	0.23%	74
2025 Q4	$554K	Sell	4,127 -22	-0.5%	-$2.9K	0.23%	74
2025 Q3	$550K	Sell	4,149 -314	-7%	-$40.3K	0.23%	71
2025 Q2	$552K	Sell	4,463 -141	-3%	-$16.1K	0.27%	66
2025 Q1	$519K	Sell	4,604 -32	-0.7%	-$3.73K	0.3%	64
2024 Q4	$534K	Sell	4,636 -622	-12%	-$73.6K	0.33%	64
2024 Q3	$602K	Sell	5,258 -312	-6%	-$33.8K	0.39%	56
2024 Q2	$579K	Buy	5,570 +1,143	+26%	+$119K	0.41%	52
2024 Q1	$479K	Buy	+4,427	New	+$450K	0.38%	59

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

JBR Co Financial Management's PKW Position: Q2 2026 in Review

JBR Co Financial Management reduced its Invesco BuyBack Achievers ETF (PKW) stake by 28% in Q2 2026, selling an estimated $161K and leaving 2,955 shares worth $419K. The position accounts for 0.15% of the portfolio, ranked #95.

JBR Co Financial Management first reported a position in PKW in Q1 2024 and has held it in 10 quarters since. The position peaked at $602K in Q3 2024. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

JBR Co Financial Management held 2,955 shares of Invesco BuyBack Achievers ETF worth $419K as of Q2 2026.
JBR Co Financial Management sold 1,172 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $161K.
Invesco BuyBack Achievers ETF made up 0.15% of JBR Co Financial Management's portfolio in Q2 2026, its #95 holding.
JBR Co Financial Management first reported a position in Invesco BuyBack Achievers ETF in Q1 2024 and has held it in 10 quarters since.
JBR Co Financial Management's Invesco BuyBack Achievers ETF position peaked at $602K in Q3 2024.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.