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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

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LPL Financial
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KWA
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NF
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Susquehanna International Group
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AWA
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BCM
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return