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

Jones Financial Companies’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
Q1 		$4.12M Buy
31,994
+6,110
+24% +$829K ﹤0.01% 1146
2025
Q4 		$3.48M Buy
25,884
+4,937
+24% +$652K ﹤0.01% 764
2025
Q3 		$2.78M Buy
20,947
+5,165
+33% +$664K ﹤0.01% 762
2025
Q2 		$1.94M Buy
15,782
+3,983
+34% +$455K ﹤0.01% 761
2025
Q1 		$1.32M Buy
11,799
+3,118
+36% +$363K ﹤0.01% 764
2024
Q4 		$999K Buy
8,681
+3,754
+76% +$444K ﹤0.01% 747
2024
Q3 		$564K Buy
4,927
+2,577
+110% +$279K ﹤0.01% 782
2024
Q2 		$244K Buy
2,350
+1,199
+104% +$125K ﹤0.01% 768
2024
Q1 		$125K Buy
1,151
+1,076
+1,435% +$109K ﹤0.01% 550
2023
Q4 		$7.43K Buy
+75
New +$6.85K ﹤0.01% 714

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $515M AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Jones Financial Companies increased its Invesco BuyBack Achievers ETF (PKW) stake by 24% in Q1 2026, buying an estimated $829K and bringing the position to 31,994 shares worth $4.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

Jones Financial Companies first reported a position in PKW in Q4 2023 and has held it in 10 quarters since. 251 funds tracked by Wall St. Rank hold PKW as of Q1 2026.

  • Jones Financial Companies held 31,994 shares of Invesco BuyBack Achievers ETF worth $4.12M as of Q1 2026.
  • Jones Financial Companies bought 6,110 Invesco BuyBack Achievers ETF shares in Q1 2026, an estimated $829K.
  • Invesco BuyBack Achievers ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1146 holding.
  • Jones Financial Companies first reported a position in Invesco BuyBack Achievers ETF in Q4 2023 and has held it in 10 quarters since.
  • 251 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2026.

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