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Regal Investment Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Regal Investment Advisors’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 		$327K Sell
2,489
-86
-3% -$11.7K 0.02% 515
2025
Q4 		$346K Sell
2,575
-533
-17% -$70.4K 0.02% 486
2025
Q3 		$412K Sell
3,108
-60
-2% -$7.71K 0.03% 413
2025
Q2 		$392K Buy
3,168
+294
+10% +$33.6K 0.03% 381
2025
Q1 		$324K Buy
2,874
+368
+15% +$42.9K 0.03% 387
2024
Q4 		$289K Sell
2,506
-663
-21% -$78.5K 0.02% 413
2024
Q3 		$363K Sell
3,169
-35
-1% -$3.79K 0.03% 406
2024
Q2 		$333K Buy
3,204
+33
+1% +$3.44K 0.02% 435
2024
Q1 		$343K Sell
3,171
-358
-10% -$36.4K 0.02% 433
2023
Q4 		$349K Buy
+3,529
New +$322K 0.03% 391
2015
Q4 		– Sell
-652
Closed -$28K – 720
2015
Q3 		$28K Buy
652
+1
+0.2% +$47 0.01% 504
2015
Q2 		$31K Buy
651
+211
+48% +$10.4K 0.01% 494
2015
Q1 		$22K Buy
+440
New +$21.4K 0.01% 551

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

Regal Investment Advisors's PKW Position: Q1 2026 in Review

Regal Investment Advisors reduced its Invesco BuyBack Achievers ETF (PKW) stake by 3.3% in Q1 2026, selling an estimated $11.7K and leaving 2,489 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #515.

Regal Investment Advisors first reported a position in PKW in Q1 2015 and has held it in 13 quarters since. The position peaked at $412K in Q3 2025. 251 funds tracked by Wall St. Rank hold PKW as of Q1 2026.

  • Regal Investment Advisors held 2,489 shares of Invesco BuyBack Achievers ETF worth $327K as of Q1 2026.
  • Regal Investment Advisors sold 86 Invesco BuyBack Achievers ETF shares in Q1 2026, an estimated $11.7K.
  • Invesco BuyBack Achievers ETF made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #515 holding.
  • Regal Investment Advisors first reported a position in Invesco BuyBack Achievers ETF in Q1 2015 and has held it in 13 quarters since.
  • Regal Investment Advisors's Invesco BuyBack Achievers ETF position peaked at $412K in Q3 2025.
  • 251 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.