Larson Financial Group’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Larson Financial Group’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	$115K	Buy	811 +511	+170%	+$70.2K	﹤0.01%	1114
2026 Q1	$39.4K	Hold	300	–	–	﹤0.01%	1478
2025 Q4	$40.3K	Hold	300	–	–	﹤0.01%	1348
2025 Q3	$39.7K	Hold	300	–	–	﹤0.01%	1262
2025 Q2	$37.1K	Hold	300	–	–	﹤0.01%	1191
2025 Q1	$33.8K	Hold	300	–	–	﹤0.01%	1167
2024 Q4	$34.5K	Hold	300	–	–	﹤0.01%	1021
2024 Q3	$34.4K	Hold	300	–	–	﹤0.01%	1025
2024 Q2	$31.2K	Buy	+300	New	+$31.2K	﹤0.01%	928

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

Larson Financial Group's PKW Position: Q2 2026 in Review

Larson Financial Group increased its Invesco BuyBack Achievers ETF (PKW) stake by 170% in Q2 2026, buying an estimated $70.2K and bringing the position to 811 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

Larson Financial Group first reported a position in PKW in Q2 2024 and has held it in 9 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Larson Financial Group held 811 shares of Invesco BuyBack Achievers ETF worth $115K as of Q2 2026.
Larson Financial Group bought 511 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $70.2K.
Invesco BuyBack Achievers ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1114 holding.
Larson Financial Group first reported a position in Invesco BuyBack Achievers ETF in Q2 2024 and has held it in 9 quarters since.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.