Lodestar Private Asset Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Lodestar Private Asset Management’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	$369K	Sell	2,604 -50	-2%	-$6.87K	0.03%	174
2026 Q1	$348K	Buy	+2,654	New	+$360K	0.03%	176
2024 Q4	–	Sell	-1,914	Closed	-$219K	–	218
2024 Q3	$219K	Buy	+1,914	New	+$207K	0.03%	209
2024 Q2	–	Sell	-1,914	Closed	-$207K	–	215
2024 Q1	$207K	Buy	+1,914	New	+$194K	0.03%	208

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

Lodestar Private Asset Management's PKW Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its Invesco BuyBack Achievers ETF (PKW) stake by 1.9% in Q2 2026, selling an estimated $6.87K and leaving 2,604 shares worth $369K. The position accounts for 0.03% of the portfolio, ranked #174.

Lodestar Private Asset Management first reported a position in PKW in Q1 2024 and has held it in 4 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Lodestar Private Asset Management held 2,604 shares of Invesco BuyBack Achievers ETF worth $369K as of Q2 2026.
Lodestar Private Asset Management sold 50 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $6.87K.
Invesco BuyBack Achievers ETF made up 0.03% of Lodestar Private Asset Management's portfolio in Q2 2026, its #174 holding.
Lodestar Private Asset Management first reported a position in Invesco BuyBack Achievers ETF in Q1 2024 and has held it in 4 quarters since.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.