Miller Investment Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Miller Investment Management’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	$351K	Hold	2,675	–	–	0.03%	81
2025 Q4	$359K	Hold	2,675	–	–	0.04%	82
2025 Q3	$354K	Hold	2,675	–	–	0.04%	86
2025 Q2	$331K	Hold	2,675	–	–	0.03%	88
2025 Q1	$301K	Hold	2,675	–	–	0.03%	88
2024 Q4	$308K	Hold	2,675	–	–	0.03%	91
2024 Q3	$306K	Hold	2,675	–	–	0.03%	91
2024 Q2	$278K	Hold	2,675	–	–	0.03%	93
2024 Q1	$290K	Hold	2,675	–	–	0.04%	94
2023 Q4	$265K	Hold	2,675	–	–	0.04%	92
2023 Q3	$241K	Hold	2,675	–	–	0.04%	89
2023 Q2	$239K	Hold	2,675	–	–	0.04%	91
2023 Q1	$228K	Hold	2,675	–	–	0.04%	91
2022 Q4	$229K	Buy	+2,675	New	+$226K	0.04%	88
2022 Q3	–	Sell	-2,675	Closed	-$207K	–	92
2022 Q2	$207K	Hold	2,675	–	–	0.04%	87
2022 Q1	$242K	Hold	2,675	–	–	0.04%	89
2021 Q4	$258K	Hold	2,675	–	–	0.04%	90
2021 Q3	$241K	Hold	2,675	–	–	0.04%	84
2021 Q2	$241K	Hold	2,675	–	–	0.04%	74
2021 Q1	$225K	Buy	+2,675	New	+$212K	0.04%	74

Other funds holding PKW

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Miller Investment Management's PKW Position: Q1 2026 in Review

Miller Investment Management held its Invesco BuyBack Achievers ETF (PKW) position steady in Q1 2026 at 2,675 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #81.

Miller Investment Management first reported a position in PKW in Q1 2021 and has held it in 20 quarters since. The position peaked at $359K in Q4 2025. 251 funds tracked by Wall St. Rank hold PKW as of Q1 2026.

Miller Investment Management held 2,675 shares of Invesco BuyBack Achievers ETF worth $351K as of Q1 2026.
Miller Investment Management left its Invesco BuyBack Achievers ETF share count unchanged in Q1 2026.
Invesco BuyBack Achievers ETF made up 0.03% of Miller Investment Management's portfolio in Q1 2026, its #81 holding.
Miller Investment Management first reported a position in Invesco BuyBack Achievers ETF in Q1 2021 and has held it in 20 quarters since.
Miller Investment Management's Invesco BuyBack Achievers ETF position peaked at $359K in Q4 2025.
251 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2026.

Based on Miller Investment Management's 13F filing for Q1 2026, filed 8 May 2026.