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

Optima 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
2026 Q2	$705K	Buy	4,977 +9	+0.2%	+$1.24K	0.28%	74
2026 Q1	$652K	Buy	4,968 +7	+0.1%	+$950	0.3%	79
2025 Q4	$666K	Buy	4,961 +10	+0.2%	+$1.32K	0.29%	78
2025 Q3	$656K	Buy	4,951 +10	+0.2%	+$1.28K	0.32%	76
2025 Q2	$611K	Buy	4,941 +30	+0.6%	+$3.43K	0.33%	76
2025 Q1	$553K	Buy	4,911 +11	+0.2%	+$1.28K	0.35%	71
2024 Q4	$564K	Buy	+4,900	New	+$580K	0.39%	74

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

Optima Capital's PKW Position: Q2 2026 in Review

Optima Capital increased its Invesco BuyBack Achievers ETF (PKW) stake by 0.18% in Q2 2026, buying an estimated $1.24K and bringing the position to 4,977 shares worth $705K. The position accounts for 0.28% of the portfolio, ranked #74.

Optima Capital first reported a position in PKW in Q4 2024 and has held it in 7 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Optima Capital held 4,977 shares of Invesco BuyBack Achievers ETF worth $705K as of Q2 2026.
Optima Capital bought 9 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $1.24K.
Invesco BuyBack Achievers ETF made up 0.28% of Optima Capital's portfolio in Q2 2026, its #74 holding.
Optima Capital first reported a position in Invesco BuyBack Achievers ETF in Q4 2024 and has held it in 7 quarters since.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.