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

Jones Financial Companies’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 Q1	$8.31M	Buy	152,831 +57,795	+61%	+$3.32M	﹤0.01%	886
2025 Q4	$5.28M	Buy	95,036 +23,294	+32%	+$1.25M	﹤0.01%	628
2025 Q3	$3.77M	Buy	71,742 +36,483	+103%	+$1.86M	﹤0.01%	657
2025 Q2	$1.71M	Buy	35,259 +25,705	+269%	+$1.19M	﹤0.01%	803
2025 Q1	$438K	Buy	9,554 +6,401	+203%	+$280K	﹤0.01%	1188
2024 Q4	$125K	Buy	3,153 +2,873	+1,026%	+$119K	﹤0.01%	1541
2024 Q3	$12.1K	Buy	280 +168	+150%	+$6.93K	﹤0.01%	2155
2024 Q2	$4.48K	Buy	+112	New	+$4.5K	﹤0.01%	1960
2021 Q4	–	Sell	-1	Closed	–	–	761
2021 Q3	$0	Sell	1 -352	-100%	-$15.7K	﹤0.01%	653
2021 Q2	$16K	Buy	+353	New	+$16K	﹤0.01%	423

Other funds holding IPKW

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KWA

Kellett Wealth Advisors Cincinnati, Ohio $184M AUM 17.21% 1-Year Est. Return

Nikulski Financial Bettendorf, Iowa $405M AUM 24.26% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies's IPKW Position: Q1 2026 in Review

Jones Financial Companies increased its Invesco International BuyBack Achievers ETF (IPKW) stake by 61% in Q1 2026, buying an estimated $3.32M and bringing the position to 152,831 shares worth $8.31M. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Jones Financial Companies first reported a position in IPKW in Q2 2021 and has held it in 10 quarters since. 95 funds tracked by Wall St. Rank hold IPKW as of Q1 2026.

Jones Financial Companies held 152,831 shares of Invesco International BuyBack Achievers ETF worth $8.31M as of Q1 2026.
Jones Financial Companies bought 57,795 Invesco International BuyBack Achievers ETF shares in Q1 2026, an estimated $3.32M.
Invesco International BuyBack Achievers ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #886 holding.
Jones Financial Companies first reported a position in Invesco International BuyBack Achievers ETF in Q2 2021 and has held it in 10 quarters since.
95 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.