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Principal Securities’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Principal Securities’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 		$701K Buy
5,343
+540
+11% +$73.3K 0.01% 854
2025
Q4 		$645K Buy
4,803
+471
+11% +$62.2K 0.01% 843
2025
Q3 		$574K Sell
4,332
-29
-0.7% -$3.73K 0.01% 864
2025
Q2 		$539K Buy
4,361
+69
+2% +$7.88K 0.01% 827
2025
Q1 		$494K Hold
4,292
– – 0.01% 779
2024
Q4 		$494K Buy
4,292
+189
+5% +$22.4K 0.01% 776
2024
Q3 		$470K Sell
4,103
-1,213
-23% -$131K 0.01% 777
2024
Q2 		$552K Buy
5,316
+171
+3% +$17.8K 0.02% 669
2024
Q1 		$557K Sell
5,145
-107
-2% -$10.9K 0.02% 623
2023
Q4 		$520K Buy
+5,252
New +$480K 0.02% 582

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $564B 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