Sensible Money’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Sensible Money’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	$527K	Hold	4,019	–	–	0.16%	41
2025 Q4	$540K	Hold	4,019	–	–	0.17%	38
2025 Q3	$532K	Hold	4,019	–	–	0.18%	39
2025 Q2	$497K	Hold	4,019	–	–	0.19%	39
2025 Q1	$453K	Hold	4,019	–	–	0.19%	39
2024 Q4	$463K	Hold	4,019	–	–	0.2%	40
2024 Q3	$460K	Hold	4,019	–	–	0.2%	41
2024 Q2	$418K	Hold	4,019	–	–	0.2%	45
2024 Q1	$435K	Hold	4,019	–	–	0.23%	40
2023 Q4	$398K	Hold	4,019	–	–	0.24%	38
2023 Q3	$362K	Sell	4,019 -3,984	-50%	-$367K	0.26%	39
2023 Q2	$716K	Hold	8,003	–	–	0.52%	27
2023 Q1	$681K	Hold	8,003	–	–	0.59%	28
2022 Q4	$685K	Buy	+8,003	New	+$675K	0.73%	25

Other funds holding PKW

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 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

Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return