Key Client Fiduciary Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Key Client Fiduciary Advisors’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	$597K	Sell	4,216 -143	-3%	-$19.7K	0.17%	118
2026 Q1	$572K	Buy	4,359 +32	+0.7%	+$4.34K	0.19%	111
2025 Q4	$581K	Buy	4,327 +569	+15%	+$75.1K	0.2%	102
2025 Q3	$498K	Buy	3,758 +960	+34%	+$123K	0.16%	118
2025 Q2	$346K	Buy	2,798 +883	+46%	+$101K	0.14%	142
2025 Q1	$216K	Buy	1,915 +149	+8%	+$17.4K	0.1%	174
2024 Q4	$203K	Sell	1,766 -66	-4%	-$7.81K	0.09%	180
2024 Q3	$210K	Buy	+1,832	New	+$198K	0.09%	187

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

Key Client Fiduciary Advisors's PKW Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its Invesco BuyBack Achievers ETF (PKW) stake by 3.3% in Q2 2026, selling an estimated $19.7K and leaving 4,216 shares worth $597K. The position accounts for 0.17% of the portfolio, ranked #118.

Key Client Fiduciary Advisors first reported a position in PKW in Q3 2024 and has held it in 8 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Key Client Fiduciary Advisors held 4,216 shares of Invesco BuyBack Achievers ETF worth $597K as of Q2 2026.
Key Client Fiduciary Advisors sold 143 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $19.7K.
Invesco BuyBack Achievers ETF made up 0.17% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #118 holding.
Key Client Fiduciary Advisors first reported a position in Invesco BuyBack Achievers ETF in Q3 2024 and has held it in 8 quarters since.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.