NewEdge Advisors
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NewEdge Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

NewEdge 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
Q3 		$3.05M Sell
21,284
-522
-2% -$77.2K 0.01% 1000
2026
Q2 		$3.09M Buy
21,806
+8,485
+64% +$1.17M 0.01% 991
2026
Q1 		$1.75M Sell
13,321
-5,492
-29% -$745K 0.01% 1181
2025
Q4 		$2.53M Sell
18,813
-18,005
-49% -$2.38M 0.01% 956
2025
Q3 		$4.88M Buy
36,818
+8,703
+31% +$1.12M 0.02% 639
2025
Q2 		$3.47M Buy
28,115
+3,951
+16% +$451K 0.02% 712
2025
Q1 		$2.72M Buy
24,164
+15,304
+173% +$1.78M 0.02% 730
2024
Q4 		$1.02M Buy
8,860
+14
+0.2% +$1.66K 0.01% 1151
2024
Q3 		$1.01M Sell
8,846
-4
-0% -$433 0.01% 1095
2024
Q2 		$920K Sell
8,850
-185
-2% -$19.3K 0.01% 1113
2024
Q1 		$978K Buy
9,035
+22
+0.2% +$2.24K 0.01% 1009
2023
Q4 		$892K Buy
9,013
+29
+0.3% +$2.65K 0.01% 990
2023
Q3 		$808K Buy
8,984
+18
+0.2% +$1.66K 0.01% 957
2023
Q2 		$802K Buy
8,966
+22
+0.2% +$1.88K 0.01% 967
2023
Q1 		$740K Sell
8,944
-1,447
-14% -$127K 0.01% 927
2022
Q4 		$845K Buy
10,391
+544
+6% +$45.9K 0.02% 567
2022
Q3 		$731K Buy
9,847
+29
+0.3% +$2.36K 0.01% 784
2022
Q2 		$761K Sell
9,818
-292
-3% -$24.8K 0.01% 806
2022
Q1 		$915K Buy
10,110
+21
+0.2% +$1.93K 0.01% 666
2021
Q4 		$973K Buy
+10,089
New +$957K 0.01% 748
2017
Q3 		– Sell
-250
Closed -$13.4K – 917
2017
Q2 		$13.4K Buy
+250
New +$13.1K ﹤0.01% 849

Other funds holding PKW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Triton Wealth Management
Triton Wealth Management Sun City, Arizona $336M AUM 21.83% 1-Year Est. Return
Curtis Advisory Group
Curtis Advisory Group Santa Barbara, California $537M AUM 14.73% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

NewEdge Advisors's PKW Position: Q3 2026 in Review

NewEdge Advisors reduced its Invesco BuyBack Achievers ETF (PKW) stake by 2.4% in Q3 2026, selling an estimated $77.2K and leaving 21,284 shares worth $3.05M. The position accounts for 0.01% of the portfolio, ranked #1000.

NewEdge Advisors first reported a position in PKW in Q2 2017 and has held it in 21 quarters since. The position peaked at $4.88M in Q3 2025. 219 funds tracked by Wall St. Rank hold PKW as of Q3 2026.

  • NewEdge Advisors held 21,284 shares of Invesco BuyBack Achievers ETF worth $3.05M as of Q3 2026.
  • NewEdge Advisors sold 522 Invesco BuyBack Achievers ETF shares in Q3 2026, an estimated $77.2K.
  • Invesco BuyBack Achievers ETF made up 0.01% of NewEdge Advisors's portfolio in Q3 2026, its #1000 holding.
  • NewEdge Advisors first reported a position in Invesco BuyBack Achievers ETF in Q2 2017 and has held it in 21 quarters since.
  • NewEdge Advisors's Invesco BuyBack Achievers ETF position peaked at $4.88M in Q3 2025.
  • 219 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2026.

Based on NewEdge Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.