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Merit Financial Group’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Merit Financial 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 		$525K Sell
3,706
-59
-2% -$8.11K ﹤0.01% 1470
2026
Q1 		$494K Buy
3,765
+1
+0% +$136 ﹤0.01% 1380
2025
Q4 		$506K Buy
3,764
+61
+2% +$8.05K ﹤0.01% 1305
2025
Q3 		$491K Buy
3,703
+1
+0% +$128 ﹤0.01% 1201
2025
Q2 		$458K Sell
3,702
-1,592
-30% -$182K 0.01% 1142
2025
Q1 		$596K Buy
5,294
+290
+6% +$33.8K 0.01% 857
2024
Q4 		$576K Sell
5,004
-274
-5% -$32.4K 0.01% 681
2024
Q3 		$604K Buy
5,278
+1
+0% +$108 0.01% 521
2024
Q2 		$548K Sell
5,277
-258
-5% -$26.9K 0.01% 558
2024
Q1 		$570K Buy
5,535
+2
+0% +$203 0.01% 541
2023
Q4 		$548K Buy
5,533
+3
+0.1% +$274 0.02% 466
2023
Q3 		$498K Sell
5,530
-525
-9% -$48.3K 0.02% 460
2023
Q2 		$542K Sell
6,055
-101
-2% -$8.62K 0.02% 454
2023
Q1 		$524K Buy
6,156
+5
+0.1% +$437 0.02% 391
2022
Q4 		$526K Sell
6,151
-264
-4% -$22.3K 0.02% 406
2022
Q3 		$476K Buy
6,415
+1,540
+32% +$125K 0.02% 368
2022
Q2 		$378K Buy
4,875
+100
+2% +$8.48K 0.01% 406
2022
Q1 		$432K Hold
4,775
– – 0.03% 255
2021
Q4 		$461K Hold
4,775
– – 0.05% 174
2021
Q3 		$431K Hold
4,775
– – 0.05% 174
2021
Q2 		$431K Hold
4,775
– – 0.04% 172
2021
Q1 		$402K Hold
4,775
– – 0.04% 168
2020
Q4 		$350K Hold
4,775
– – 0.03% 156
2020
Q3 		$287K Buy
4,775
+275
+6% +$16.6K 0.03% 179
2020
Q2 		$258K Hold
4,500
– – 0.03% 182
2020
Q1 		$218K Hold
4,500
– – 0.02% 196
2019
Q4 		$310K Buy
+4,500
New +$296K 0.03% 183

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

Merit Financial Group's PKW Position: Q2 2026 in Review

Merit Financial Group reduced its Invesco BuyBack Achievers ETF (PKW) stake by 1.6% in Q2 2026, selling an estimated $8.11K and leaving 3,706 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Merit Financial Group first reported a position in PKW in Q4 2019 and has held it in 27 quarters since. The position peaked at $604K in Q3 2024. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

  • Merit Financial Group held 3,706 shares of Invesco BuyBack Achievers ETF worth $525K as of Q2 2026.
  • Merit Financial Group sold 59 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $8.11K.
  • Invesco BuyBack Achievers ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1470 holding.
  • Merit Financial Group first reported a position in Invesco BuyBack Achievers ETF in Q4 2019 and has held it in 27 quarters since.
  • Merit Financial Group's Invesco BuyBack Achievers ETF position peaked at $604K in Q3 2024.
  • 252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.