McKinley Carter Wealth Services’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

McKinley Carter Wealth Services’s Portfolio IPKW Stock Details IPKW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$227K	Sell	3,823 -54	-1%	-$3.25K	0.01%	305
2026 Q2	$218K	Hold	3,877	–	–	0.01%	309
2026 Q1	$218K	Hold	3,877	–	–	0.01%	298
2025 Q4	$215K	Hold	3,877	–	–	0.01%	308
2025 Q3	$204K	Buy	+3,877	New	+$198K	0.01%	314
2022 Q3	–	Sell	-9,222	Closed	-$300K	–	289
2022 Q2	$300K	Sell	9,222 -30	-0.3%	-$1.08K	0.03%	240
2022 Q1	$354K	Sell	9,252 -606	-6%	-$23.7K	0.03%	229
2021 Q4	$393K	Sell	9,858 -1,765	-15%	-$75.2K	0.03%	215
2021 Q3	$508K	Sell	11,623 -360	-3%	-$16.1K	0.04%	181
2021 Q2	$541K	Hold	11,983	–	–	0.04%	176
2021 Q1	$511K	Sell	11,983 -103	-0.9%	-$4.28K	0.04%	184
2020 Q4	$464K	Buy	+12,086	New	+$425K	0.06%	170

Other funds holding IPKW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return

Nikulski Financial Bettendorf, Iowa $466M AUM 27.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

McKinley Carter Wealth Services's IPKW Position: Q3 2026 in Review

McKinley Carter Wealth Services reduced its Invesco International BuyBack Achievers ETF (IPKW) stake by 1.4% in Q3 2026, selling an estimated $3.25K and leaving 3,823 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #305.

McKinley Carter Wealth Services first reported a position in IPKW in Q4 2020 and has held it in 12 quarters since. The position peaked at $541K in Q2 2021. 52 funds tracked by Wall St. Rank hold IPKW as of Q3 2026.

McKinley Carter Wealth Services held 3,823 shares of Invesco International BuyBack Achievers ETF worth $227K as of Q3 2026.
McKinley Carter Wealth Services sold 54 Invesco International BuyBack Achievers ETF shares in Q3 2026, an estimated $3.25K.
Invesco International BuyBack Achievers ETF made up 0.01% of McKinley Carter Wealth Services's portfolio in Q3 2026, its #305 holding.
McKinley Carter Wealth Services first reported a position in Invesco International BuyBack Achievers ETF in Q4 2020 and has held it in 12 quarters since.
McKinley Carter Wealth Services's Invesco International BuyBack Achievers ETF position peaked at $541K in Q2 2021.
52 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q3 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2026, filed 16 Oct 2026.