Millstone Evans Group’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Millstone Evans 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	$54.1K	Hold	382	–	–	0.03%	331
2026 Q1	$50.1K	Hold	382	–	–	0.03%	322
2025 Q4	$51.3K	Sell	382 -38	-9%	-$5.02K	0.03%	323
2025 Q3	$55.6K	Hold	420	–	–	0.04%	296
2025 Q2	$51.9K	Hold	420	–	–	0.04%	294
2025 Q1	$47.3K	Hold	420	–	–	0.03%	302
2024 Q4	$48.4K	Buy	+420	New	+$49.7K	0.03%	293

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

Millstone Evans Group's PKW Position: Q2 2026 in Review

Millstone Evans Group held its Invesco BuyBack Achievers ETF (PKW) position steady in Q2 2026 at 382 shares worth $54.1K. The position accounts for 0.03% of the portfolio, ranked #331.

Millstone Evans Group first reported a position in PKW in Q4 2024 and has held it in 7 quarters since. The position peaked at $55.6K in Q3 2025. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Millstone Evans Group held 382 shares of Invesco BuyBack Achievers ETF worth $54.1K as of Q2 2026.
Millstone Evans Group left its Invesco BuyBack Achievers ETF share count unchanged in Q2 2026.
Invesco BuyBack Achievers ETF made up 0.03% of Millstone Evans Group's portfolio in Q2 2026, its #331 holding.
Millstone Evans Group first reported a position in Invesco BuyBack Achievers ETF in Q4 2024 and has held it in 7 quarters since.
Millstone Evans Group's Invesco BuyBack Achievers ETF position peaked at $55.6K in Q3 2025.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.