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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
Q2 		$780K Buy
5,505
+162
+3% +$22.3K 0.01% 878
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 $1.55T 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

Principal Securities's PKW Position: Q2 2026 in Review

Principal Securities increased its Invesco BuyBack Achievers ETF (PKW) stake by 3% in Q2 2026, buying an estimated $22.3K and bringing the position to 5,505 shares worth $780K. The position accounts for 0.01% of the portfolio, ranked #878.

Principal Securities first reported a position in PKW in Q4 2023 and has held it in 11 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

  • Principal Securities held 5,505 shares of Invesco BuyBack Achievers ETF worth $780K as of Q2 2026.
  • Principal Securities bought 162 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $22.3K.
  • Invesco BuyBack Achievers ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #878 holding.
  • Principal Securities first reported a position in Invesco BuyBack Achievers ETF in Q4 2023 and has held it in 11 quarters since.
  • 252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.