Private Client Services’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

Private Client Services’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	–	Sell	-4,100	Closed	-$231K	–	238
2026 Q1	$231K	Hold	4,100	–	–	0.07%	189
2025 Q4	$228K	Hold	4,100	–	–	0.07%	176
2025 Q3	$216K	Buy	+4,100	New	+$209K	0.07%	184

Other funds holding IPKW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KWA

Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return

Nikulski Financial Bettendorf, Iowa $464M AUM 34.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Private Client Services's IPKW Position: Q2 2026 in Review

Private Client Services sold out of Invesco International BuyBack Achievers ETF (IPKW) in Q2 2026, closing a stake of 4,100 shares — an estimated $231K sold.

Private Client Services first reported a position in IPKW in Q3 2025 and held it in 3 quarters. The position peaked at $231K in Q1 2026. 89 funds tracked by Wall St. Rank hold IPKW as of Q2 2026.

Private Client Services reported no remaining Invesco International BuyBack Achievers ETF position as of Q2 2026 after selling out during the quarter.
Private Client Services sold 4,100 Invesco International BuyBack Achievers ETF shares in Q2 2026, an estimated $231K.
Private Client Services first reported a position in Invesco International BuyBack Achievers ETF in Q3 2025 and held it in 3 quarters.
Private Client Services's Invesco International BuyBack Achievers ETF position peaked at $231K in Q1 2026.
89 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.