S.A. Mason
PKW icon

S.A. Mason’s Invesco BuyBack Achievers ETF PKW Stock Holding History

S.A. Mason’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 		$959K Hold
6,701
– – 0.28% 83
2026
Q2 		$949K Hold
6,701
– – 0.29% 79
2026
Q1 		$880K Sell
6,701
-20
-0.3% -$2.71K 0.33% 80
2025
Q4 		$903K Sell
6,721
-120
-2% -$15.8K 0.36% 73
2025
Q3 		$906K Hold
6,841
– – 0.4% 64
2025
Q2 		$846K Hold
6,841
– – 0.41% 63
2025
Q1 		$771K Sell
6,841
-510
-7% -$59.4K 0.41% 64
2024
Q4 		$846K Sell
7,351
-200
-3% -$23.7K 0.44% 58
2024
Q3 		$865K Buy
7,551
+21
+0.3% +$2.27K 0.46% 58
2024
Q2 		$782K Buy
7,530
+3
+0% +$312 0.44% 58
2024
Q1 		$815K Buy
7,527
+11
+0.1% +$1.12K 0.49% 53
2023
Q4 		$744K Buy
7,516
+5
+0.1% +$457 0.5% 51
2023
Q3 		$676K Buy
7,511
+8
+0.1% +$736 0.49% 55
2023
Q2 		$638K Hold
7,503
– – 0.46% 61
2023
Q1 		$638K Sell
7,503
-56
-0.7% -$4.9K 0.46% 61
2022
Q4 		$647K Buy
7,559
+77
+1% +$6.49K 0.49% 59
2022
Q3 		$555K Sell
7,482
-58
-0.8% -$4.72K 0.44% 61
2022
Q2 		$585K Sell
7,540
-54
-0.7% -$4.58K 0.43% 61
2022
Q1 		$687K Hold
7,594
– – 0.43% 60
2021
Q4 		$733K Buy
7,594
+25
+0.3% +$2.37K 0.44% 58
2021
Q3 		$682K Hold
7,569
– – 0.45% 64
2021
Q2 		$683K Sell
7,569
-70
-0.9% -$6.22K 0.47% 61
2021
Q1 		$643K Hold
7,639
– – 0.48% 63
2020
Q4 		$560K Hold
7,639
– – 0.47% 61
2020
Q3 		$460K Hold
7,639
– – 0.44% 63
2020
Q2 		$438K Sell
7,639
-310
-4% -$16.9K 0.46% 63
2020
Q1 		$385K Sell
7,949
-333
-4% -$20.7K 0.47% 63
2019
Q4 		$571K Buy
+8,282
New +$546K 0.54% 53

Other funds holding PKW

Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Tempus Wealth Planning
Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Hudock Inc
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

S.A. Mason's PKW Position: Q3 2026 in Review

S.A. Mason held its Invesco BuyBack Achievers ETF (PKW) position steady in Q3 2026 at 6,701 shares worth $959K. The position accounts for 0.28% of the portfolio, ranked #83.

S.A. Mason first reported a position in PKW in Q4 2019 and has held it in 28 quarters since. 56 funds tracked by Wall St. Rank hold PKW as of Q3 2026.

  • S.A. Mason held 6,701 shares of Invesco BuyBack Achievers ETF worth $959K as of Q3 2026.
  • S.A. Mason left its Invesco BuyBack Achievers ETF share count unchanged in Q3 2026.
  • Invesco BuyBack Achievers ETF made up 0.28% of S.A. Mason's portfolio in Q3 2026, its #83 holding.
  • S.A. Mason first reported a position in Invesco BuyBack Achievers ETF in Q4 2019 and has held it in 28 quarters since.
  • 56 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.