Kellett Wealth Advisors
IPKW icon

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
Q3 		$24.2M Buy
408,736
+59,219
+17% +$3.56M 8.87% 2
2026
Q2 		$19.7M Buy
349,517
+20,776
+6% +$1.2M 9.17% 3
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

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
WWMP
Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $128M AUM 17.98% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ATX Financial Planning
ATX Financial Planning Austin, Texas $156M AUM 11.38% 1-Year Est. Return
Fortune Financial Group
Fortune Financial Group Naples, Florida $112M AUM 14.56% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Kellett Wealth Advisors's IPKW Position: Q3 2026 in Review

Kellett Wealth Advisors increased its Invesco International BuyBack Achievers ETF (IPKW) stake by 17% in Q3 2026, buying an estimated $3.56M and bringing the position to 408,736 shares worth $24.2M. The position accounts for 8.87% of the portfolio, ranked #2.

Kellett Wealth Advisors first reported a position in IPKW in Q4 2021 and has held it in 20 quarters since. 23 funds tracked by Wall St. Rank hold IPKW as of Q3 2026.

  • Kellett Wealth Advisors held 408,736 shares of Invesco International BuyBack Achievers ETF worth $24.2M as of Q3 2026.
  • Kellett Wealth Advisors bought 59,219 Invesco International BuyBack Achievers ETF shares in Q3 2026, an estimated $3.56M.
  • Invesco International BuyBack Achievers ETF made up 8.87% of Kellett Wealth Advisors's portfolio in Q3 2026, its #2 holding.
  • Kellett Wealth Advisors first reported a position in Invesco International BuyBack Achievers ETF in Q4 2021 and has held it in 20 quarters since.
  • 23 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q3 2026.

Based on Kellett Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.