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 Q2	$293K	Sell	2,066 -1,050	-34%	-$144K	﹤0.01%	1761
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 $1.55T 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

Lido Advisors's PKW Position: Q2 2026 in Review

Lido Advisors reduced its Invesco BuyBack Achievers ETF (PKW) stake by 34% in Q2 2026, selling an estimated $144K and leaving 2,066 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #1761.

Lido Advisors first reported a position in PKW in Q1 2025 and has held it in 5 quarters since. The position peaked at $409K in Q1 2026. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Lido Advisors held 2,066 shares of Invesco BuyBack Achievers ETF worth $293K as of Q2 2026.
Lido Advisors sold 1,050 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $144K.
Invesco BuyBack Achievers ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1761 holding.
Lido Advisors first reported a position in Invesco BuyBack Achievers ETF in Q1 2025 and has held it in 5 quarters since.
Lido Advisors's Invesco BuyBack Achievers ETF position peaked at $409K in Q1 2026.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.