NorthRock Partners’s Invesco BuyBack Achievers ETF PKW Stock Holding History

NorthRock Partners’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	$708K	Buy	5,001 +1	+0%	+$137	0.01%	369
2026 Q1	$656K	Hold	5,000	–	–	0.01%	372
2025 Q4	$672K	Sell	5,000 -1	-0%	-$132	0.01%	324
2025 Q3	$663K	Buy	+5,001	New	+$643K	0.01%	448

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

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

NorthRock Partners's PKW Position: Q2 2026 in Review

NorthRock Partners increased its Invesco BuyBack Achievers ETF (PKW) stake by 0.02% in Q2 2026, buying an estimated $137 and bringing the position to 5,001 shares worth $708K. The position accounts for 0.01% of the portfolio, ranked #369.

NorthRock Partners first reported a position in PKW in Q3 2025 and has held it in 4 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

NorthRock Partners held 5,001 shares of Invesco BuyBack Achievers ETF worth $708K as of Q2 2026.
NorthRock Partners bought 1 Invesco BuyBack Achievers ETF share in Q2 2026, an estimated $137.
Invesco BuyBack Achievers ETF made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #369 holding.
NorthRock Partners first reported a position in Invesco BuyBack Achievers ETF in Q3 2025 and has held it in 4 quarters since.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.