Moneta Group Investment Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Moneta Group Investment Advisors’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	$611K	Buy	4,656 +80	+2%	+$10.9K	﹤0.01%	454
2025 Q4	$615K	Sell	4,576 -395	-8%	-$52.1K	﹤0.01%	450
2025 Q3	$658K	Buy	+4,971	New	+$639K	0.01%	430
2018 Q2	–	Sell	-803	Closed	-$46K	–	576
2018 Q1	$46K	Hold	803	–	–	0.01%	329
2017 Q4	$47K	Buy	+803	New	+$45.7K	0.01%	276
2015 Q4	–	Sell	-803	Closed	-$35K	–	339
2015 Q3	$35K	Buy	+803	New	+$37.7K	0.01%	264

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 $38.8B AUM 21.88% 1-Year Est. Return

CAG

Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 1-Year Est. Return

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

Moneta Group Investment Advisors's PKW Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Invesco BuyBack Achievers ETF (PKW) stake by 1.7% in Q1 2026, buying an estimated $10.9K and bringing the position to 4,656 shares worth $611K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Moneta Group Investment Advisors first reported a position in PKW in Q3 2015 and has held it in 6 quarters since. The position peaked at $658K in Q3 2025. 251 funds tracked by Wall St. Rank hold PKW as of Q1 2026.

Moneta Group Investment Advisors held 4,656 shares of Invesco BuyBack Achievers ETF worth $611K as of Q1 2026.
Moneta Group Investment Advisors bought 80 Invesco BuyBack Achievers ETF shares in Q1 2026, an estimated $10.9K.
Invesco BuyBack Achievers ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #454 holding.
Moneta Group Investment Advisors first reported a position in Invesco BuyBack Achievers ETF in Q3 2015 and has held it in 6 quarters since.
Moneta Group Investment Advisors's Invesco BuyBack Achievers ETF position peaked at $658K in Q3 2025.
251 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.