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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

CAG

Curtis Advisory Group Santa Barbara, California $515M AUM 19.66% 1-Year Est. Return

Sigma Planning Corp's PKW Position: Q2 2026 in Review

Sigma Planning Corp increased its Invesco BuyBack Achievers ETF (PKW) stake by 18% in Q2 2026, buying an estimated $66.1K and bringing the position to 3,116 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #972.

Sigma Planning Corp first reported a position in PKW in Q4 2014 and has held it in 23 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Sigma Planning Corp held 3,116 shares of Invesco BuyBack Achievers ETF worth $441K as of Q2 2026.
Sigma Planning Corp bought 481 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $66.1K.
Invesco BuyBack Achievers ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #972 holding.
Sigma Planning Corp first reported a position in Invesco BuyBack Achievers ETF in Q4 2014 and has held it in 23 quarters since.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.