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PKW icon

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

&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
Q1 		$991K Buy
7,549
+887
+13% +$120K ﹤0.01% 1310
2025
Q4 		$892K Buy
6,662
+723
+12% +$95.4K ﹤0.01% 1292
2025
Q3 		$787K Buy
5,939
+153
+3% +$19.7K 0.01% 1203
2025
Q2 		$715K Buy
5,786
+14
+0.2% +$1.6K 0.01% 1160
2025
Q1 		$646K Sell
5,772
-1,429
-20% -$166K 0.01% 1018
2024
Q4 		$836K Buy
7,201
+969
+16% +$115K 0.01% 850
2024
Q3 		$714K Sell
6,232
-1,253
-17% -$136K 0.01% 704
2024
Q2 		$778K Buy
7,485
+1,498
+25% +$156K 0.03% 408
2024
Q1 		$648K Buy
+5,987
New +$608K 0.09% 223

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return