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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
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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Mount Yale Investment Advisors's PKW Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its Invesco BuyBack Achievers ETF (PKW) stake by 4.8% in Q1 2026, selling an estimated $28K and leaving 4,125 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #693.

Mount Yale Investment Advisors first reported a position in PKW in Q4 2025 and has held it in 2 quarters since. The position peaked at $582K in Q4 2025. 251 funds tracked by Wall St. Rank hold PKW as of Q1 2026.

  • Mount Yale Investment Advisors held 4,125 shares of Invesco BuyBack Achievers ETF worth $541K as of Q1 2026.
  • Mount Yale Investment Advisors sold 206 Invesco BuyBack Achievers ETF shares in Q1 2026, an estimated $28K.
  • Invesco BuyBack Achievers ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #693 holding.
  • Mount Yale Investment Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2025 and has held it in 2 quarters since.
  • Mount Yale Investment Advisors's Invesco BuyBack Achievers ETF position peaked at $582K in Q4 2025.
  • 251 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.