QCM
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Quantinno Capital Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Quantinno Capital Management’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 		$879K Buy
6,698
+123
+2% +$16.7K ﹤0.01% 2266
2025
Q4 		$883K Buy
6,575
+3,265
+99% +$431K ﹤0.01% 1895
2025
Q3 		$439K Hold
3,310
– – ﹤0.01% 2143
2025
Q2 		$409K Sell
3,310
-106
-3% -$12.1K ﹤0.01% 1802
2025
Q1 		$385K Sell
3,416
-15
-0.4% -$1.75K ﹤0.01% 1498
2024
Q4 		$395K Buy
3,431
+373
+12% +$44.2K ﹤0.01% 1298
2024
Q3 		$350K Sell
3,058
-2
-0.1% -$217 ﹤0.01% 1232
2024
Q2 		$318K Buy
3,060
+357
+13% +$37.2K 0.01% 1138
2024
Q1 		$293K Sell
2,703
-1,125
-29% -$114K 0.01% 1086
2023
Q4 		$379K Buy
+3,828
New +$350K 0.01% 899

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $666B 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