Principle Wealth Partners’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

Principle Wealth Partners’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 Q1	$4.93M	Buy	87,614 +31,477	+56%	+$1.81M	0.28%	71
2025 Q4	$3.12M	Buy	56,137 +37,330	+198%	+$2M	0.18%	105
2025 Q3	$991K	Buy	18,807 +735	+4%	+$37.5K	0.06%	164
2025 Q2	$879K	Sell	18,072 -770	-4%	-$35.5K	0.05%	171
2025 Q1	$860K	Buy	+18,842	New	+$824K	0.06%	169
2020 Q3	–	Sell	-4,335	Closed	-$125K	–	286
2020 Q2	$125K	Buy	+4,335	New	+$115K	0.04%	188
2020 Q1	–	Sell	-10,655	Closed	-$360K	–	152
2019 Q4	$360K	Hold	10,655	–	–	0.12%	117
2019 Q3	$330K	Buy	10,655 +3,935	+59%	+$121K	0.11%	119
2019 Q2	$214K	Sell	6,720 -2,000	-23%	-$63.6K	0.11%	129
2019 Q1	$276K	Sell	8,720 -6,775	-44%	-$210K	0.16%	103
2018 Q4	$446K	Buy	+15,495	New	+$482K	0.37%	59

Other funds holding IPKW

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KWA

Kellett Wealth Advisors Cincinnati, Ohio $184M AUM 17.21% 1-Year Est. Return

Nikulski Financial Bettendorf, Iowa $405M AUM 24.26% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Principle Wealth Partners's IPKW Position: Q1 2026 in Review

Principle Wealth Partners increased its Invesco International BuyBack Achievers ETF (IPKW) stake by 56% in Q1 2026, buying an estimated $1.81M and bringing the position to 87,614 shares worth $4.93M. The position accounts for 0.28% of the portfolio, ranked #71.

Principle Wealth Partners first reported a position in IPKW in Q4 2018 and has held it in 11 quarters since. 95 funds tracked by Wall St. Rank hold IPKW as of Q1 2026.

Principle Wealth Partners held 87,614 shares of Invesco International BuyBack Achievers ETF worth $4.93M as of Q1 2026.
Principle Wealth Partners bought 31,477 Invesco International BuyBack Achievers ETF shares in Q1 2026, an estimated $1.81M.
Invesco International BuyBack Achievers ETF made up 0.28% of Principle Wealth Partners's portfolio in Q1 2026, its #71 holding.
Principle Wealth Partners first reported a position in Invesco International BuyBack Achievers ETF in Q4 2018 and has held it in 11 quarters since.
95 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.