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MAI Capital Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

MAI Capital 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 		$845K Sell
5,964
-101
-2% -$13.9K ﹤0.01% 1056
2026
Q1 		$796K Buy
6,065
+117
+2% +$15.9K ﹤0.01% 850
2025
Q4 		$799K Buy
5,948
+286
+5% +$37.8K ﹤0.01% 813
2025
Q3 		$750K Buy
5,662
+13
+0.2% +$1.67K ﹤0.01% 794
2025
Q2 		$698K Sell
5,649
-6
-0.1% -$686 ﹤0.01% 750
2025
Q1 		$637K Buy
5,655
+85
+2% +$9.9K ﹤0.01% 744
2024
Q4 		$641K Sell
5,570
-20
-0.4% -$2.37K ﹤0.01% 764
2024
Q3 		$640K Sell
5,590
-263
-4% -$28.5K 0.01% 679
2024
Q2 		$608K Buy
5,853
+23
+0.4% +$2.39K 0.01% 746
2024
Q1 		$631K Buy
5,830
+13
+0.2% +$1.32K 0.01% 719
2023
Q4 		$576K Buy
+5,817
New +$532K 0.01% 651
2022
Q2 		– Sell
-2,338
Closed -$212K – 952
2022
Q1 		$212K Hold
2,338
– – ﹤0.01% 811
2021
Q4 		$226K Buy
+2,338
New +$222K ﹤0.01% 792

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

MAI Capital Management's PKW Position: Q2 2026 in Review

MAI Capital Management reduced its Invesco BuyBack Achievers ETF (PKW) stake by 1.7% in Q2 2026, selling an estimated $13.9K and leaving 5,964 shares worth $845K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

MAI Capital Management first reported a position in PKW in Q4 2021 and has held it in 13 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

  • MAI Capital Management held 5,964 shares of Invesco BuyBack Achievers ETF worth $845K as of Q2 2026.
  • MAI Capital Management sold 101 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $13.9K.
  • Invesco BuyBack Achievers ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1056 holding.
  • MAI Capital Management first reported a position in Invesco BuyBack Achievers ETF in Q4 2021 and has held it in 13 quarters since.
  • 252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.