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&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
Q2 		$1.17M Buy
8,479
+930
+12% +$128K ﹤0.01% 1319
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 $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Koshinski Asset Management
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

&Partners's PKW Position: Q2 2026 in Review

&Partners increased its Invesco BuyBack Achievers ETF (PKW) stake by 12% in Q2 2026, buying an estimated $128K and bringing the position to 8,479 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

&Partners first reported a position in PKW in Q1 2024 and has held it in 10 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

  • &Partners held 8,479 shares of Invesco BuyBack Achievers ETF worth $1.17M as of Q2 2026.
  • &Partners bought 930 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $128K.
  • Invesco BuyBack Achievers ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1319 holding.
  • &Partners first reported a position in Invesco BuyBack Achievers ETF in Q1 2024 and has held it in 10 quarters since.
  • 252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.