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Root Financial Partners’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

Root Financial Partners’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
Q1 		– Sell
-1,944
Closed -$108K – 3510
2025
Q4 		$108K Hold
1,944
– – 0.01% 440
2025
Q3 		$102K Buy
+1,944
New +$99.3K 0.01% 437

Other funds holding IPKW

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $184M AUM 17.21% 1-Year Est. Return
NF
Nikulski Financial Bettendorf, Iowa $405M AUM 24.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Root Financial Partners's IPKW Position: Q1 2026 in Review

Root Financial Partners sold out of Invesco International BuyBack Achievers ETF (IPKW) in Q1 2026, closing a stake of 1,944 shares — an estimated $108K sold.

Root Financial Partners first reported a position in IPKW in Q3 2025 and held it in 2 quarters. The position peaked at $108K in Q4 2025. 95 funds tracked by Wall St. Rank hold IPKW as of Q1 2026.

  • Root Financial Partners reported no remaining Invesco International BuyBack Achievers ETF position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,944 Invesco International BuyBack Achievers ETF shares in Q1 2026, an estimated $108K.
  • Root Financial Partners first reported a position in Invesco International BuyBack Achievers ETF in Q3 2025 and held it in 2 quarters.
  • Root Financial Partners's Invesco International BuyBack Achievers ETF position peaked at $108K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.