Kendall Capital Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Kendall Capital 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	$1.3M	Sell	9,210 -55	-0.6%	-$7.56K	0.22%	108
2026 Q1	$1.22M	Buy	9,265 +1,183	+15%	+$161K	0.25%	105
2025 Q4	$1.09M	Buy	8,082 +4,435	+122%	+$585K	0.23%	109
2025 Q3	$483K	Buy	+3,647	New	+$469K	0.11%	159

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

Kendall Capital Management's PKW Position: Q2 2026 in Review

Kendall Capital Management reduced its Invesco BuyBack Achievers ETF (PKW) stake by 0.59% in Q2 2026, selling an estimated $7.56K and leaving 9,210 shares worth $1.3M. The position accounts for 0.22% of the portfolio, ranked #108.

Kendall Capital Management first reported a position in PKW in Q3 2025 and has held it in 4 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Kendall Capital Management held 9,210 shares of Invesco BuyBack Achievers ETF worth $1.3M as of Q2 2026.
Kendall Capital Management sold 55 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $7.56K.
Invesco BuyBack Achievers ETF made up 0.22% of Kendall Capital Management's portfolio in Q2 2026, its #108 holding.
Kendall Capital Management first reported a position in Invesco BuyBack Achievers ETF in Q3 2025 and has held it in 4 quarters since.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Kendall Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.