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 Q3	$116K	Hold	811	–	–	﹤0.01%	1172
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Triton Wealth Management Sun City, Arizona $336M AUM 21.83% 1-Year Est. Return

Curtis Advisory Group Santa Barbara, California $537M AUM 14.73% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Larson Financial Group's PKW Position: Q3 2026 in Review

Larson Financial Group held its Invesco BuyBack Achievers ETF (PKW) position steady in Q3 2026 at 811 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

Larson Financial Group first reported a position in PKW in Q2 2024 and has held it in 10 quarters since. 127 funds tracked by Wall St. Rank hold PKW as of Q3 2026.

Larson Financial Group held 811 shares of Invesco BuyBack Achievers ETF worth $116K as of Q3 2026.
Larson Financial Group left its Invesco BuyBack Achievers ETF share count unchanged in Q3 2026.
Invesco BuyBack Achievers ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1172 holding.
Larson Financial Group first reported a position in Invesco BuyBack Achievers ETF in Q2 2024 and has held it in 10 quarters since.
127 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.