PGF
IPKW icon

Plan Group Financial’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

Plan Group Financial’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
2025
Q2 		– Sell
-42,102
Closed -$1.92M – 168
2025
Q1 		$1.92M Buy
+42,102
New +$1.84M 0.69% 32

Other funds holding IPKW

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
GWSG
GPS Wealth Strategies Group Centennial, Colorado $117M AUM 24.22% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Plan Group Financial's IPKW Position: Q2 2025 in Review

Plan Group Financial sold out of Invesco International BuyBack Achievers ETF (IPKW) in Q2 2025, closing a stake of 42,102 shares — an estimated $1.92M sold.

Plan Group Financial first reported a position in IPKW in Q1 2025 and held it in 1 quarter. The position peaked at $1.92M in Q1 2025. 71 funds tracked by Wall St. Rank hold IPKW as of Q2 2025.

  • Plan Group Financial reported no remaining Invesco International BuyBack Achievers ETF position as of Q2 2025 after selling out during the quarter.
  • Plan Group Financial sold 42,102 Invesco International BuyBack Achievers ETF shares in Q2 2025, an estimated $1.92M.
  • Plan Group Financial first reported a position in Invesco International BuyBack Achievers ETF in Q1 2025 and held it in 1 quarter.
  • Plan Group Financial's Invesco International BuyBack Achievers ETF position peaked at $1.92M in Q1 2025.
  • 71 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q2 2025.

Based on Plan Group Financial's 13F filing for Q2 2025, filed 13 Aug 2025.