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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Banque de Luxembourg Luxembourg $212M AUM 19.72% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return