MIC
PKW icon

Means Investment Company’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Means Investment Company’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
Q1 		$425K Buy
3,236
+1
+0% +$136 0.04% 136
2025
Q4 		$435K Buy
3,235
+1
+0% +$132 0.04% 134
2025
Q3 		$428K Buy
3,234
+1
+0% +$128 0.04% 140
2025
Q2 		$400K Buy
3,233
+2
+0.1% +$229 0.04% 142
2025
Q1 		$364K Sell
3,231
-1,917
-37% -$223K 0.04% 138
2024
Q4 		$593K Buy
5,148
+3
+0.1% +$355 0.06% 117
2024
Q3 		$589K Sell
5,145
-16
-0.3% -$1.73K 0.07% 117
2024
Q2 		$536K Buy
5,161
+3
+0.1% +$312 0.06% 118
2024
Q1 		$558K Sell
5,158
-728
-12% -$74K 0.07% 123
2023
Q4 		$583K Sell
5,886
-12
-0.2% -$1.1K 0.08% 116
2023
Q3 		$531K Sell
5,898
-694
-11% -$63.9K 0.09% 118
2023
Q2 		$590K Buy
6,592
+7
+0.1% +$597 0.09% 113
2023
Q1 		$560K Buy
6,585
+8
+0.1% +$700 0.1% 112
2022
Q4 		$563K Buy
6,577
+8
+0.1% +$675 0.11% 109
2022
Q3 		$488K Buy
6,569
+7
+0.1% +$570 0.11% 111
2022
Q2 		$509K Buy
6,562
+5
+0.1% +$424 0.11% 110
2022
Q1 		$593K Buy
6,557
+6
+0.1% +$551 0.11% 104
2021
Q4 		$632K Buy
6,551
+4
+0.1% +$379 0.11% 103
2021
Q3 		$590K Sell
6,547
-1
-0% -$92 0.12% 104
2021
Q2 		$591K Sell
6,548
-95
-1% -$8.44K 0.12% 105
2021
Q1 		$559K Buy
6,643
+5
+0.1% +$397 0.13% 100
2020
Q4 		$524K Buy
6,638
+7
+0.1% +$466 0.12% 101
2020
Q3 		$416K Buy
6,631
+8
+0.1% +$483 0.11% 100
2020
Q2 		$411K Buy
6,623
+14
+0.2% +$763 0.13% 94
2020
Q1 		$337K Buy
6,609
+13
+0.2% +$807 0.13% 90
2019
Q4 		$466K Buy
6,596
+7
+0.1% +$461 0.16% 87
2019
Q3 		$436K Sell
6,589
-391
-6% -$24.4K 0.16% 91
2019
Q2 		$442K Buy
6,980
+303
+5% +$18.7K 0.18% 85
2019
Q1 		$398K Sell
6,677
-453
-6% -$26.2K 0.17% 96
2018
Q4 		$372K Buy
+7,130
New +$407K 0.21% 84

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $515M AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Means Investment Company's PKW Position: Q1 2026 in Review

Means Investment Company increased its Invesco BuyBack Achievers ETF (PKW) stake by 0.03% in Q1 2026, buying an estimated $136 and bringing the position to 3,236 shares worth $425K. The position accounts for 0.04% of the portfolio, ranked #136.

Means Investment Company first reported a position in PKW in Q4 2018 and has held it in 30 quarters since. The position peaked at $632K in Q4 2021. 251 funds tracked by Wall St. Rank hold PKW as of Q1 2026.

  • Means Investment Company held 3,236 shares of Invesco BuyBack Achievers ETF worth $425K as of Q1 2026.
  • Means Investment Company bought 1 Invesco BuyBack Achievers ETF share in Q1 2026, an estimated $136.
  • Invesco BuyBack Achievers ETF made up 0.04% of Means Investment Company's portfolio in Q1 2026, its #136 holding.
  • Means Investment Company first reported a position in Invesco BuyBack Achievers ETF in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's Invesco BuyBack Achievers ETF position peaked at $632K in Q4 2021.
  • 251 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.