Measured Wealth Private Client Group’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Measured Wealth Private Client Group’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	$349K	Sell	2,464 -33	-1%	-$4.54K	0.08%	139
2026 Q1	$328K	Hold	2,497	–	–	0.09%	132
2025 Q4	$335K	Sell	2,497 -16	-0.6%	-$2.11K	0.09%	133
2025 Q3	$333K	Sell	2,513 -178	-7%	-$22.9K	0.09%	129
2025 Q2	$333K	Hold	2,691	–	–	0.1%	133
2025 Q1	$303K	Hold	2,691	–	–	0.1%	133
2024 Q4	$310K	Hold	2,691	–	–	0.1%	135
2024 Q3	$308K	Hold	2,691	–	–	0.1%	135
2024 Q2	$280K	Sell	2,691 -24	-0.9%	-$2.5K	0.1%	154
2024 Q1	$294K	Hold	2,715	–	–	0.1%	150
2023 Q4	$269K	Hold	2,715	–	–	0.1%	148
2023 Q3	$244K	Hold	2,715	–	–	0.1%	143
2023 Q2	$243K	Hold	2,715	–	–	0.09%	158
2023 Q1	$231K	Hold	2,715	–	–	0.09%	159
2022 Q4	$232K	Sell	2,715 -17	-0.6%	-$1.43K	0.1%	148
2022 Q3	$203K	Hold	2,732	–	–	0.09%	144
2022 Q2	$212K	Sell	2,732 -350	-11%	-$29.7K	0.09%	162
2022 Q1	$279K	Hold	3,082	–	–	0.1%	127
2021 Q4	$297K	Hold	3,082	–	–	0.11%	121
2021 Q3	$278K	Hold	3,082	–	–	0.11%	126
2021 Q2	$278K	Sell	3,082 -48	-2%	-$4.26K	0.09%	147
2021 Q1	$264K	Hold	3,130	–	–	0.09%	129
2020 Q4	$230K	Buy	+3,130	New	+$208K	0.1%	122
2020 Q1	–	Sell	-3,130	Closed	-$216K	–	115
2019 Q4	$216K	Buy	+3,130	New	+$206K	0.14%	93
2019 Q3	–	Sell	-4,665	Closed	-$292K	–	186
2019 Q2	$292K	Sell	4,665 -935	-17%	-$57.6K	0.17%	133
2019 Q1	$334K	Hold	5,600	–	–	0.21%	112
2018 Q4	$292K	Sell	5,600 -120	-2%	-$6.86K	0.26%	61
2018 Q3	$349K	Sell	5,720 -690	-11%	-$41.2K	0.21%	86
2018 Q2	$363K	Buy	+6,410	New	+$368K	0.3%	73
2017 Q3	$404K	Buy	+7,270	New	+$394K	0.55%	32

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

Measured Wealth Private Client Group's PKW Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Invesco BuyBack Achievers ETF (PKW) stake by 1.3% in Q2 2026, selling an estimated $4.54K and leaving 2,464 shares worth $349K. The position accounts for 0.08% of the portfolio, ranked #139.

Measured Wealth Private Client Group first reported a position in PKW in Q3 2017 and has held it in 30 quarters since. The position peaked at $404K in Q3 2017. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Measured Wealth Private Client Group held 2,464 shares of Invesco BuyBack Achievers ETF worth $349K as of Q2 2026.
Measured Wealth Private Client Group sold 33 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $4.54K.
Invesco BuyBack Achievers ETF made up 0.08% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #139 holding.
Measured Wealth Private Client Group first reported a position in Invesco BuyBack Achievers ETF in Q3 2017 and has held it in 30 quarters since.
Measured Wealth Private Client Group's Invesco BuyBack Achievers ETF position peaked at $404K in Q3 2017.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.