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Legacy Capital Wealth Partners’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Legacy Capital Wealth 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
2026
Q2 		$7.48M Sell
58,527
-231
-0.4% -$31.8K 1.43% 10
2026
Q1 		$6.96M Buy
58,758
+3
+0% +$407 1.43% 11
2025
Q4 		$7.1M Sell
58,755
-5,797
-9% -$765K 1.52% 11
2025
Q3 		$7.79M Sell
64,552
-909
-1% -$117K 1.69% 9
2025
Q2 		$7.45M Sell
65,461
-4,177
-6% -$477K 1.7% 8
2025
Q1 		$7.26M Sell
69,638
-10,900
-14% -$1.27M 1.79% 10
2024
Q4 		$8.68M Sell
80,538
-19,777
-20% -$2.34M 2.15% 5
2024
Q3 		$11M Buy
100,315
+21,547
+27% +$2.33M 2.19% 7
2024
Q2 		$8.18M Buy
+78,768
New +$8.2M 2.08% 7
2024
Q1 		– Sell
-93,813
Closed -$9.29M – 276
2023
Q4 		$9.29M Sell
93,813
-8,827
-9% -$807K 2.63% 5
2023
Q3 		$9.23M Buy
102,640
+21,632
+27% +$1.99M 2.53% 8
2023
Q2 		$7.25M Sell
81,008
-51,933
-39% -$4.43M 6.02% 4
2023
Q1 		$11.3M Sell
132,941
-5,909
-4% -$517K 3.09% 6
2022
Q4 		$11.9M Buy
138,850
+491
+0.4% +$41.4K 5.68% 3
2022
Q3 		$10.3M Sell
138,359
-2,769
-2% -$225K 5.45% 3
2022
Q2 		$10.9M Buy
141,128
+1,637
+1% +$139K 5.5% 3
2022
Q1 		$12.6M Sell
139,491
-2,508
-2% -$230K 5.42% 3
2021
Q4 		$13.6M Buy
141,999
+1,471
+1% +$140K 5.6% 9
2021
Q3 		$12.7M Buy
140,528
+28,439
+25% +$2.62M 4.95% 9
2021
Q2 		$10.1M Buy
+112,089
New +$9.96M 5.45% 10

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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
Koshinski Asset Management
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

Legacy Capital Wealth Partners's PKW Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Invesco BuyBack Achievers ETF (PKW) stake by 0.39% in Q2 2026, selling an estimated $31.8K and leaving 58,527 shares worth $7.48M. The position accounts for 1.43% of the portfolio, ranked #10.

Legacy Capital Wealth Partners first reported a position in PKW in Q2 2021 and has held it in 20 quarters since. The position peaked at $13.6M in Q4 2021. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

  • Legacy Capital Wealth Partners held 58,527 shares of Invesco BuyBack Achievers ETF worth $7.48M as of Q2 2026.
  • Legacy Capital Wealth Partners sold 231 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $31.8K.
  • Invesco BuyBack Achievers ETF made up 1.43% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #10 holding.
  • Legacy Capital Wealth Partners first reported a position in Invesco BuyBack Achievers ETF in Q2 2021 and has held it in 20 quarters since.
  • Legacy Capital Wealth Partners's Invesco BuyBack Achievers ETF position peaked at $13.6M in Q4 2021.
  • 252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.