Modern Wealth Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Modern Wealth 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 Q2	$547K	Sell	3,860 -4	-0.1%	-$550	0.01%	691
2026 Q1	$510K	Sell	3,864 -62	-2%	-$8.41K	0.01%	575
2025 Q4	$527K	Buy	3,926 +360	+10%	+$47.5K	0.01%	524
2025 Q3	$472K	Buy	3,566 +79	+2%	+$10.2K	0.01%	520
2025 Q2	$431K	Sell	3,487 -284	-8%	-$32.5K	0.01%	513
2025 Q1	$425K	Buy	3,771 +3	+0.1%	+$349	0.01%	448
2024 Q4	$434K	Buy	3,768 +3	+0.1%	+$355	0.02%	384
2024 Q3	$431K	Buy	3,765 +2	+0.1%	+$217	0.03%	272
2024 Q2	$391K	Buy	+3,763	New	+$392K	0.03%	263

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

Modern Wealth Management's PKW Position: Q2 2026 in Review

Modern Wealth Management reduced its Invesco BuyBack Achievers ETF (PKW) stake by 0.1% in Q2 2026, selling an estimated $550 and leaving 3,860 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #691.

Modern Wealth Management first reported a position in PKW in Q2 2024 and has held it in 9 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Modern Wealth Management held 3,860 shares of Invesco BuyBack Achievers ETF worth $547K as of Q2 2026.
Modern Wealth Management sold 4 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $550.
Invesco BuyBack Achievers ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #691 holding.
Modern Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q2 2024 and has held it in 9 quarters since.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.