Prospera Financial Services
PKW icon

Prospera Financial Services’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Prospera Financial Services’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
Q3 		$439K Hold
2,913
– – 0.01% 1105
2026
Q2 		$413K Sell
2,913
-25
-0.9% -$3.44K 0.01% 1118
2026
Q1 		$386K Sell
2,938
-132
-4% -$17.9K 0.01% 1105
2025
Q4 		$413K Hold
3,070
– – 0.01% 1006
2025
Q3 		$407K Sell
3,070
-5
-0.2% -$642 0.01% 1022
2025
Q2 		$380K Sell
3,075
-83
-3% -$9.48K 0.01% 1015
2025
Q1 		$356K Buy
3,158
+56
+2% +$6.52K 0.01% 917
2024
Q4 		$357K Sell
3,102
-27
-0.9% -$3.2K 0.01% 860
2024
Q3 		$358K Hold
3,129
– – 0.01% 853
2024
Q2 		$325K Sell
3,129
-10
-0.3% -$1.04K 0.01% 884
2024
Q1 		$340K Sell
3,139
-221
-7% -$22.5K 0.01% 852
2023
Q4 		$333K Buy
3,360
+99
+3% +$9.05K 0.01% 800
2023
Q3 		$293K Buy
3,261
+28
+0.9% +$2.58K 0.01% 817
2023
Q2 		$289K Sell
3,233
-354
-10% -$30.2K 0.01% 814
2023
Q1 		$305K Sell
3,587
-1,298
-27% -$114K 0.01% 776
2022
Q4 		$418K Sell
4,885
-1,183
-19% -$100K 0.02% 584
2022
Q3 		$450K Buy
6,068
+664
+12% +$54.1K 0.02% 547
2022
Q2 		$419K Sell
5,404
-1,471
-21% -$125K 0.02% 568
2022
Q1 		$622K Buy
6,875
+779
+13% +$71.5K 0.03% 536
2021
Q4 		$588K Buy
+6,096
New +$578K 0.03% 525
2020
Q4 		– Sell
-1,675
Closed -$101K – 1315
2020
Q3 		$101K Buy
+1,675
New +$101K 0.04% 404
2014
Q1 		– Sell
-4,939
Closed -$213K – 289
2013
Q4 		$213K Sell
4,939
-519
-10% -$21.3K 0.07% 224
2013
Q3 		$215K Buy
+5,458
New +$208K 0.08% 204

Other funds holding PKW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Triton Wealth Management
Triton Wealth Management Sun City, Arizona $336M AUM 21.83% 1-Year Est. Return
Curtis Advisory Group
Curtis Advisory Group Santa Barbara, California $537M AUM 14.73% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Legacy Capital Wealth Partners
Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Prospera Financial Services's PKW Position: Q3 2026 in Review

Prospera Financial Services held its Invesco BuyBack Achievers ETF (PKW) position steady in Q3 2026 at 2,913 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #1105.

Prospera Financial Services first reported a position in PKW in Q3 2013 and has held it in 23 quarters since. The position peaked at $622K in Q1 2022. 126 funds tracked by Wall St. Rank hold PKW as of Q3 2026.

  • Prospera Financial Services held 2,913 shares of Invesco BuyBack Achievers ETF worth $439K as of Q3 2026.
  • Prospera Financial Services left its Invesco BuyBack Achievers ETF share count unchanged in Q3 2026.
  • Invesco BuyBack Achievers ETF made up 0.01% of Prospera Financial Services's portfolio in Q3 2026, its #1105 holding.
  • Prospera Financial Services first reported a position in Invesco BuyBack Achievers ETF in Q3 2013 and has held it in 23 quarters since.
  • Prospera Financial Services's Invesco BuyBack Achievers ETF position peaked at $622K in Q1 2022.
  • 126 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.