Sigma Planning Corp
PKW icon

Sigma Planning Corp’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Sigma Planning Corp’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 		$431K Sell
3,031
-85
-3% -$12.6K 0.01% 908
2026
Q2 		$441K Buy
3,116
+481
+18% +$66.1K 0.01% 972
2026
Q1 		$346K Buy
+2,635
New +$358K 0.01% 991
2023
Q4 		– Sell
-3,469
Closed -$312K – 1090
2023
Q3 		$312K Buy
+3,469
New +$319K 0.01% 904
2020
Q1 		– Sell
-3,678
Closed -$254K – 1054
2019
Q4 		$254K Sell
3,678
-795
-18% -$52.4K 0.01% 870
2019
Q3 		$280K Sell
4,473
-699
-14% -$43.6K 0.01% 796
2019
Q2 		$324K Sell
5,172
-324
-6% -$20K 0.02% 699
2019
Q1 		$328K Buy
5,496
+220
+4% +$12.7K 0.02% 642
2018
Q4 		$275K Buy
5,276
+7
+0.1% +$400 0.02% 635
2018
Q3 		$321K Buy
5,269
+435
+9% +$26K 0.02% 656
2018
Q2 		$274K Buy
4,834
+69
+1% +$3.96K 0.02% 691
2018
Q1 		$271K Sell
4,765
-1,059
-18% -$63.4K 0.02% 644
2017
Q4 		$344K Buy
5,824
+271
+5% +$15.4K 0.03% 549
2017
Q3 		$309K Buy
5,553
+641
+13% +$34.7K 0.03% 595
2017
Q2 		$264K Sell
4,912
-181
-4% -$9.49K 0.02% 608
2017
Q1 		$265K Sell
5,093
-1,127
-18% -$58.3K 0.03% 613
2016
Q4 		$314K Buy
6,220
+411
+7% +$20.2K 0.03% 509
2016
Q3 		$276K Sell
5,809
-1,429
-20% -$67.2K 0.03% 546
2016
Q2 		$327K Sell
7,238
-889
-11% -$40.4K 0.04% 453
2016
Q1 		$368K Sell
8,127
-796
-9% -$34.3K 0.05% 386
2015
Q4 		$406K Buy
8,923
+2,997
+51% +$139K 0.06% 377
2015
Q3 		$259K Sell
5,926
-266
-4% -$12.5K 0.04% 473
2015
Q2 		$301K Buy
+6,192
New +$307K 0.04% 485
2015
Q1 		– Sell
-7,530
Closed -$362K – 781
2014
Q4 		$362K Buy
+7,530
New +$347K 0.05% 434

Other funds holding PKW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Triton Wealth Management
Triton Wealth Management Sun City, Arizona $336M AUM 21.83% 1-Year Est. Return
Curtis Advisory Group
Curtis Advisory Group Santa Barbara, California $537M AUM 14.73% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Sigma Planning Corp's PKW Position: Q3 2026 in Review

Sigma Planning Corp reduced its Invesco BuyBack Achievers ETF (PKW) stake by 2.7% in Q3 2026, selling an estimated $12.6K and leaving 3,031 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #908.

Sigma Planning Corp first reported a position in PKW in Q4 2014 and has held it in 24 quarters since. The position peaked at $441K in Q2 2026. 126 funds tracked by Wall St. Rank hold PKW as of Q3 2026.

  • Sigma Planning Corp held 3,031 shares of Invesco BuyBack Achievers ETF worth $431K as of Q3 2026.
  • Sigma Planning Corp sold 85 Invesco BuyBack Achievers ETF shares in Q3 2026, an estimated $12.6K.
  • Invesco BuyBack Achievers ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #908 holding.
  • Sigma Planning Corp first reported a position in Invesco BuyBack Achievers ETF in Q4 2014 and has held it in 24 quarters since.
  • Sigma Planning Corp's Invesco BuyBack Achievers ETF position peaked at $441K in Q2 2026.
  • 126 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.