Kestra Advisory Services
PKW icon

Kestra Advisory Services’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Kestra Advisory Services’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
Q3 		$4.41M Sell
30,805
-431
-1% -$63.7K 0.01% 970
2026
Q2 		$4.42M Buy
31,236
+2,518
+9% +$346K 0.01% 912
2026
Q1 		$3.77M Sell
28,718
-3,023
-10% -$410K 0.01% 943
2025
Q4 		$4.26M Buy
31,741
+6,149
+24% +$812K 0.02% 831
2025
Q3 		$3.39M Sell
25,592
-4,248
-14% -$546K 0.02% 894
2025
Q2 		$3.69M Buy
29,840
+16,011
+116% +$1.83M 0.02% 776
2025
Q1 		$1.56M Sell
13,829
-11,192
-45% -$1.3M 0.01% 1111
2024
Q4 		$2.88M Buy
25,021
+14,594
+140% +$1.73M 0.02% 818
2024
Q3 		$1.19M Sell
10,427
-12,390
-54% -$1.34M 0.01% 1226
2024
Q2 		$2.37M Buy
22,817
+11,712
+105% +$1.22M 0.01% 884
2024
Q1 		$1.2M Sell
11,105
-1,623
-13% -$165K 0.01% 1135
2023
Q4 		$1.26M Sell
12,728
-840
-6% -$76.8K 0.01% 1005
2023
Q3 		$1.22M Buy
13,568
+5,850
+76% +$538K 0.01% 904
2023
Q2 		$690K Buy
7,718
+284
+4% +$24.2K 0.01% 1159
2023
Q1 		$632K Sell
7,434
-25,825
-78% -$2.26M 0.01% 1163
2022
Q4 		$2.85M Buy
33,259
+29,959
+908% +$2.53M 0.03% 616
2022
Q3 		$245K Sell
3,300
-23,830
-88% -$1.94M ﹤0.01% 1725
2022
Q2 		$2.1M Buy
27,130
+1,759
+7% +$149K 0.02% 658
2022
Q1 		$2.3M Sell
25,371
-23,617
-48% -$2.17M 0.02% 627
2021
Q4 		$4.73M Buy
48,988
+587
+1% +$55.7K 0.05% 390
2021
Q3 		$4.36M Sell
48,401
-36,252
-43% -$3.33M 0.04% 438
2021
Q2 		$7.64M Buy
84,653
+15,979
+23% +$1.42M 0.09% 258
2021
Q1 		$5.78M Buy
68,674
+65,495
+2,060% +$5.19M 0.07% 300
2020
Q4 		$232K Buy
+3,179
New +$211K ﹤0.01% 1625

Other funds holding PKW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Triton Wealth Management
Triton Wealth Management Sun City, Arizona $336M AUM 21.83% 1-Year Est. Return
Curtis Advisory Group
Curtis Advisory Group Santa Barbara, California $537M AUM 14.73% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Legacy Capital Wealth Partners
Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services's PKW Position: Q3 2026 in Review

Kestra Advisory Services reduced its Invesco BuyBack Achievers ETF (PKW) stake by 1.4% in Q3 2026, selling an estimated $63.7K and leaving 30,805 shares worth $4.41M. The position accounts for 0.01% of the portfolio, ranked #970.

Kestra Advisory Services first reported a position in PKW in Q4 2020 and has held it in 24 quarters since. The position peaked at $7.64M in Q2 2021. 126 funds tracked by Wall St. Rank hold PKW as of Q3 2026.

  • Kestra Advisory Services held 30,805 shares of Invesco BuyBack Achievers ETF worth $4.41M as of Q3 2026.
  • Kestra Advisory Services sold 431 Invesco BuyBack Achievers ETF shares in Q3 2026, an estimated $63.7K.
  • Invesco BuyBack Achievers ETF made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #970 holding.
  • Kestra Advisory Services first reported a position in Invesco BuyBack Achievers ETF in Q4 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Invesco BuyBack Achievers ETF position peaked at $7.64M in Q2 2021.
  • 126 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.