Norris Financial Group’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

Norris Financial Group’s Portfolio IPKW Stock Details IPKW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-95,802	Closed	-$5.32M	–	101
2025 Q4	$5.32M	Sell	95,802 -6,194	-6%	-$331K	1.81%	14
2025 Q3	$5.37M	Buy	101,996 +7,789	+8%	+$398K	1.96%	13
2025 Q2	$4.58M	Buy	94,207 +53,002	+129%	+$2.44M	1.88%	18
2025 Q1	$1.88M	Buy	+41,205	New	+$1.8M	0.88%	32

Other funds holding IPKW

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KWA

Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return

Nikulski Financial Bettendorf, Iowa $464M AUM 34.74% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norris Financial Group's IPKW Position: Q1 2026 in Review

Norris Financial Group sold out of Invesco International BuyBack Achievers ETF (IPKW) in Q1 2026, closing a stake of 95,802 shares — an estimated $5.32M sold.

Norris Financial Group first reported a position in IPKW in Q1 2025 and held it in 4 quarters. The position peaked at $5.37M in Q3 2025. 95 funds tracked by Wall St. Rank hold IPKW as of Q1 2026.

Norris Financial Group reported no remaining Invesco International BuyBack Achievers ETF position as of Q1 2026 after selling out during the quarter.
Norris Financial Group sold 95,802 Invesco International BuyBack Achievers ETF shares in Q1 2026, an estimated $5.32M.
Norris Financial Group first reported a position in Invesco International BuyBack Achievers ETF in Q1 2025 and held it in 4 quarters.
Norris Financial Group's Invesco International BuyBack Achievers ETF position peaked at $5.37M in Q3 2025.
95 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q1 2026.

Based on Norris Financial Group's 13F filing for Q1 2026, filed 20 May 2026.