Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-14,318
Closed -$1.9M – 1086
2025
Q3 		$1.9M Buy
14,318
+13
+0.1% +$1.67K 0.01% 681
2025
Q2 		$1.77M Sell
14,305
-11
-0.1% -$1.26K 0.01% 662
2025
Q1 		$1.61M Buy
14,316
+119
+0.8% +$13.9K 0.01% 623
2024
Q4 		$1.63M Sell
14,197
-12
-0.1% -$1.42K 0.01% 611
2024
Q3 		$1.6M Buy
14,209
+136
+1% +$14.7K 0.01% 531
2024
Q2 		$1.46M Sell
14,073
-657
-4% -$68.4K 0.01% 474
2024
Q1 		$1.59M Sell
14,730
-953
-6% -$96.8K 0.02% 328
2023
Q4 		$1.55M Sell
15,683
-425
-3% -$38.8K 0.03% 248
2023
Q3 		$1.45M Sell
16,108
-132
-0.8% -$12.1K 0.03% 251
2023
Q2 		$1.45M Sell
16,240
-55
-0.3% -$4.69K 0.02% 263
2023
Q1 		$1.39M Sell
16,295
-37
-0.2% -$3.24K 0.02% 259
2022
Q4 		$1.4M Buy
16,332
+140
+0.9% +$11.8K 0.03% 247
2022
Q3 		$1.2M Sell
16,192
-243
-1% -$19.8K 0.03% 249
2022
Q2 		$1.27M Sell
16,435
-354
-2% -$30K 0.03% 254
2022
Q1 		$1.52M Sell
16,789
-10,466
-38% -$961K 0.03% 250
2021
Q4 		$2M Buy
27,255
+9,059
+50% +$859K 0.05% 208
2021
Q3 		$1.64M Sell
18,196
-996
-5% -$91.6K 0.03% 249
2021
Q2 		$1.73M Sell
19,192
-4,213
-18% -$374K 0.03% 251
2021
Q1 		$1.97M Sell
23,405
-3,700
-14% -$293K 0.05% 216
2020
Q4 		$1.99M Sell
27,105
-3,110
-10% -$207K 0.05% 204
2020
Q3 		$1.82M Sell
30,215
-12,580
-29% -$760K 0.05% 201
2020
Q2 		$2.46M Sell
42,795
-6,630
-13% -$361K 0.08% 167
2020
Q1 		$2.4M Sell
49,425
-18,715
-27% -$1.16M 0.09% 160
2019
Q4 		$4.7M Sell
68,140
-2,025
-3% -$133K 0.14% 108
2019
Q3 		$4.39M Sell
70,165
-1,875
-3% -$117K 0.14% 113
2019
Q2 		$4.51M Sell
72,040
-330
-0.5% -$20.3K 0.14% 108
2019
Q1 		$4.32M Buy
+72,370
New +$4.18M 0.14% 116

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $515M AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
TWM
Triton Wealth Management Sun City, Arizona $326M AUM 31.51% 1-Year Est. Return

Kovitz Investment Group Partners's PKW Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2025, closing a stake of 14,318 shares — an estimated $1.9M sold.

Kovitz Investment Group Partners first reported a position in PKW in Q1 2019 and held it in 27 quarters. The position peaked at $4.7M in Q4 2019. 247 funds tracked by Wall St. Rank hold PKW as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 14,318 Invesco BuyBack Achievers ETF shares in Q4 2025, an estimated $1.9M.
  • Kovitz Investment Group Partners first reported a position in Invesco BuyBack Achievers ETF in Q1 2019 and held it in 27 quarters.
  • Kovitz Investment Group Partners's Invesco BuyBack Achievers ETF position peaked at $4.7M in Q4 2019.
  • 247 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.