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 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

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

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

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

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

KWA

Kellett Wealth Advisors Cincinnati, Ohio $184M AUM 17.21% 1-Year Est. Return

Nikulski Financial Bettendorf, Iowa $405M AUM 24.26% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

McKinley Carter Wealth Services's IPKW Position: Q1 2026 in Review

McKinley Carter Wealth Services held its Invesco International BuyBack Achievers ETF (IPKW) position steady in Q1 2026 at 3,877 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #298.

McKinley Carter Wealth Services first reported a position in IPKW in Q4 2020 and has held it in 10 quarters since. The position peaked at $541K in Q2 2021. 95 funds tracked by Wall St. Rank hold IPKW as of Q1 2026.

McKinley Carter Wealth Services held 3,877 shares of Invesco International BuyBack Achievers ETF worth $218K as of Q1 2026.
McKinley Carter Wealth Services left its Invesco International BuyBack Achievers ETF share count unchanged in Q1 2026.
Invesco International BuyBack Achievers ETF made up 0.01% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #298 holding.
McKinley Carter Wealth Services first reported a position in Invesco International BuyBack Achievers ETF in Q4 2020 and has held it in 10 quarters since.
McKinley Carter Wealth Services's Invesco International BuyBack Achievers ETF position peaked at $541K in Q2 2021.
95 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.