Lido Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Lido 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 Q1	$409K	Buy	3,116 +1,050	+51%	+$142K	﹤0.01%	1410
2025 Q4	$274K	Hold	2,066	–	–	﹤0.01%	1611
2025 Q3	$274K	Buy	+2,066	New	+$265K	﹤0.01%	1532
2025 Q2	–	Sell	-2,987	Closed	-$337K	–	1731
2025 Q1	$337K	Buy	+2,987	New	+$348K	﹤0.01%	1163

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CAG

Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Lido Advisors's PKW Position: Q1 2026 in Review

Lido Advisors increased its Invesco BuyBack Achievers ETF (PKW) stake by 51% in Q1 2026, buying an estimated $142K and bringing the position to 3,116 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Lido Advisors first reported a position in PKW in Q1 2025 and has held it in 4 quarters since. 251 funds tracked by Wall St. Rank hold PKW as of Q1 2026.

Lido Advisors held 3,116 shares of Invesco BuyBack Achievers ETF worth $409K as of Q1 2026.
Lido Advisors bought 1,050 Invesco BuyBack Achievers ETF shares in Q1 2026, an estimated $142K.
Invesco BuyBack Achievers ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1410 holding.
Lido Advisors first reported a position in Invesco BuyBack Achievers ETF in Q1 2025 and has held it in 4 quarters since.
251 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.