North Capital’s Invesco BuyBack Achievers ETF PKW Stock Holding History

North Capital’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
2025 Q4	–	Sell	-82	Closed	-$10.9K	–	529
2025 Q3	$10.9K	Buy	82 +1	+1%	+$128	0.01%	378
2025 Q2	$10K	Hold	81	–	–	0.01%	378
2025 Q1	$9.13K	Buy	+81	New	+$9.43K	0.01%	376

Other funds holding PKW

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CAG

Curtis Advisory Group Santa Barbara, California $515M AUM 19.66% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

TWM

Triton Wealth Management Sun City, Arizona $326M AUM 31.51% 1-Year Est. Return

North Capital's PKW Position: Q4 2025 in Review

North Capital sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2025, closing a stake of 82 shares — an estimated $10.9K sold.

North Capital first reported a position in PKW in Q1 2025 and held it in 3 quarters. The position peaked at $10.9K in Q3 2025. 247 funds tracked by Wall St. Rank hold PKW as of Q4 2025.

North Capital reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2025 after selling out during the quarter.
North Capital sold 82 Invesco BuyBack Achievers ETF shares in Q4 2025, an estimated $10.9K.
North Capital first reported a position in Invesco BuyBack Achievers ETF in Q1 2025 and held it in 3 quarters.
North Capital's Invesco BuyBack Achievers ETF position peaked at $10.9K in Q3 2025.
247 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.