KWA
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Kellett Wealth Advisors’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

Kellett Wealth Advisors’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 		$18.5M Buy
328,741
+82,639
+34% +$4.74M 10.03% 3
2025
Q4 		$13.7M Buy
246,102
+8,666
+4% +$463K 7.81% 3
2025
Q3 		$12.5M Buy
237,436
+4,376
+2% +$223K 7.55% 3
2025
Q2 		$11.3M Buy
233,060
+155,976
+202% +$7.19M 7.4% 3
2025
Q1 		$3.52M Buy
77,084
+2,530
+3% +$111K 2.44% 10
2024
Q4 		$2.96M Sell
74,554
-2,923
-4% -$121K 2.04% 11
2024
Q3 		$3.32M Buy
77,477
+5,366
+7% +$221K 2.37% 10
2024
Q2 		$2.88M Buy
72,111
+64,145
+805% +$2.58M 2.33% 10
2024
Q1 		$316K Sell
7,966
-20,702
-72% -$777K 0.22% 61
2023
Q4 		$1.07M Buy
28,668
+210
+0.7% +$7.41K 0.8% 20
2023
Q3 		$998K Sell
28,458
-19,558
-41% -$690K 0.86% 15
2023
Q2 		$1.66M Sell
48,016
-544
-1% -$18.6K 1.51% 13
2023
Q1 		$1.66M Sell
48,560
-1,123
-2% -$39.2K 1.59% 12
2022
Q4 		$1.66M Buy
49,683
+39,253
+376% +$1.25M 1.61% 12
2022
Q3 		$318K Sell
10,430
-1,307
-11% -$41.6K 0.39% 36
2022
Q2 		$382K Buy
11,737
+135
+1% +$4.87K 0.49% 29
2022
Q1 		$444K Buy
11,602
+35
+0.3% +$1.37K 0.35% 31
2021
Q4 		$461K Buy
+11,567
New +$493K 0.35% 29

Other funds holding IPKW

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NF
Nikulski Financial Bettendorf, Iowa $405M AUM 24.26% 1-Year Est. Return
Susquehanna International Group
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Kellett Wealth Advisors's IPKW Position: Q1 2026 in Review

Kellett Wealth Advisors increased its Invesco International BuyBack Achievers ETF (IPKW) stake by 34% in Q1 2026, buying an estimated $4.74M and bringing the position to 328,741 shares worth $18.5M. The position accounts for 10.03% of the portfolio, ranked #3.

Kellett Wealth Advisors first reported a position in IPKW in Q4 2021 and has held it in 18 quarters since. 95 funds tracked by Wall St. Rank hold IPKW as of Q1 2026.

  • Kellett Wealth Advisors held 328,741 shares of Invesco International BuyBack Achievers ETF worth $18.5M as of Q1 2026.
  • Kellett Wealth Advisors bought 82,639 Invesco International BuyBack Achievers ETF shares in Q1 2026, an estimated $4.74M.
  • Invesco International BuyBack Achievers ETF made up 10.03% of Kellett Wealth Advisors's portfolio in Q1 2026, its #3 holding.
  • Kellett Wealth Advisors first reported a position in Invesco International BuyBack Achievers ETF in Q4 2021 and has held it in 18 quarters since.
  • 95 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q1 2026.

Based on Kellett Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.