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Patriot Financial Group Insurance Agency’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio IPKW Stock Details IPKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$829K Sell
14,725
-14,325
-49% -$830K 0.09% 255
2026
Q1 		$1.63M Buy
29,050
+15,375
+112% +$883K 0.09% 233
2025
Q4 		$760K Buy
13,675
+1,850
+16% +$98.9K 0.09% 237
2025
Q3 		$623K Buy
11,825
+6,475
+121% +$331K 0.08% 251
2025
Q2 		$260K Buy
+5,350
New +$247K 0.03% 436
2020
Q2 		– Sell
-558
Closed -$13K – 1744
2020
Q1 		$13K Sell
558
-1,467
-72% -$44.2K 0.01% 781
2019
Q4 		$68K Sell
2,025
-227
-10% -$7.39K 0.03% 422
2019
Q3 		$70K Sell
2,252
-665
-23% -$20.5K 0.03% 380
2019
Q2 		$93K Buy
2,917
+236
+9% +$7.51K 0.04% 327
2019
Q1 		$85K Buy
2,681
+173
+7% +$5.37K 0.04% 296
2018
Q4 		$72K Buy
2,508
+405
+19% +$12.6K 0.05% 268
2018
Q3 		$72K Buy
+2,103
New +$74.1K 0.04% 250
2018
Q2 		– Sell
-1,841
Closed -$68K – 750
2018
Q1 		$68K Buy
1,841
+254
+16% +$9.72K 0.05% 272
2017
Q4 		$61K Buy
1,587
+11
+0.7% +$395 0.05% 266
2017
Q3 		$55K Buy
1,576
+1
+0.1% +$34 0.05% 243
2017
Q2 		$50K Buy
+1,575
New +$50.1K 0.05% 243

Other funds holding IPKW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return
NF
Nikulski Financial Bettendorf, Iowa $464M AUM 34.74% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IPKW Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Invesco International BuyBack Achievers ETF (IPKW) stake by 49% in Q2 2026, selling an estimated $830K and leaving 14,725 shares worth $829K. The position accounts for 0.09% of the portfolio, ranked #255.

Patriot Financial Group Insurance Agency first reported a position in IPKW in Q2 2017 and has held it in 16 quarters since. The position peaked at $1.63M in Q1 2026. 49 funds tracked by Wall St. Rank hold IPKW as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 14,725 shares of Invesco International BuyBack Achievers ETF worth $829K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 14,325 Invesco International BuyBack Achievers ETF shares in Q2 2026, an estimated $830K.
  • Invesco International BuyBack Achievers ETF made up 0.09% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #255 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Invesco International BuyBack Achievers ETF in Q2 2017 and has held it in 16 quarters since.
  • Patriot Financial Group Insurance Agency's Invesco International BuyBack Achievers ETF position peaked at $1.63M in Q1 2026.
  • 49 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.