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Navis Wealth Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Navis Wealth 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 		$212K Buy
+1,500
New +$206K 0.08% 164
2026
Q1 		– Sell
-1,500
Closed -$201K – 202
2025
Q4 		$201K Buy
+1,500
New +$198K 0.09% 173

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

Navis Wealth Advisors's PKW Position: Q2 2026 in Review

Navis Wealth Advisors opened a new position in Invesco BuyBack Achievers ETF (PKW) in Q2 2026: 1,500 shares worth $212K. The stake represents 0.08% of the portfolio and ranks #164 among its holdings. This is a return to the name: Navis Wealth Advisors previously reported a position in PKW as recently as Q4 2025.

Navis Wealth Advisors first reported a position in PKW in Q4 2025 and has held it in 2 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

  • Navis Wealth Advisors held 1,500 shares of Invesco BuyBack Achievers ETF worth $212K as of Q2 2026.
  • Invesco BuyBack Achievers ETF was a new Navis Wealth Advisors position in Q2 2026.
  • Invesco BuyBack Achievers ETF made up 0.08% of Navis Wealth Advisors's portfolio in Q2 2026, its #164 holding.
  • Navis Wealth Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2025 and has held it in 2 quarters since.
  • 252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

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