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Mount Yale Investment Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Mount Yale 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
Q2 		$584K Hold
4,125
– – 0.01% 730
2026
Q1 		$541K Sell
4,125
-206
-5% -$28K 0.01% 693
2025
Q4 		$582K Buy
+4,331
New +$572K 0.03% 427

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

Mount Yale Investment Advisors's PKW Position: Q2 2026 in Review

Mount Yale Investment Advisors held its Invesco BuyBack Achievers ETF (PKW) position steady in Q2 2026 at 4,125 shares worth $584K. The position accounts for 0.01% of the portfolio, ranked #730.

Mount Yale Investment Advisors first reported a position in PKW in Q4 2025 and has held it in 3 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

  • Mount Yale Investment Advisors held 4,125 shares of Invesco BuyBack Achievers ETF worth $584K as of Q2 2026.
  • Mount Yale Investment Advisors left its Invesco BuyBack Achievers ETF share count unchanged in Q2 2026.
  • Invesco BuyBack Achievers ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #730 holding.
  • Mount Yale Investment Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2025 and has held it in 3 quarters since.
  • 252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.