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Retirement Planning Group (Kansas)’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Retirement Planning Group (Kansas)’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 		– Sell
-1,513
Closed -$203K – 497
2025
Q4 		$203K Buy
+1,513
New +$200K 0.01% 411

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $515M AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Retirement Planning Group (Kansas)'s PKW Position: Q1 2026 in Review

Retirement Planning Group (Kansas) sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2026, closing a stake of 1,513 shares — an estimated $203K sold.

Retirement Planning Group (Kansas) first reported a position in PKW in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 252 funds tracked by Wall St. Rank hold PKW as of Q1 2026.

  • Retirement Planning Group (Kansas) reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2026 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 1,513 Invesco BuyBack Achievers ETF shares in Q1 2026, an estimated $203K.
  • Retirement Planning Group (Kansas) first reported a position in Invesco BuyBack Achievers ETF in Q4 2025 and held it in 1 quarter.
  • Retirement Planning Group (Kansas)'s Invesco BuyBack Achievers ETF position peaked at $203K in Q4 2025.
  • 252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.