Sovran Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Sovran Advisors’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	$4.01M	Sell	27,284 -24,258	-47%	-$3.33M	0.3%	89
2026 Q1	$7.15M	Sell	51,542 -12,227	-19%	-$1.66M	0.56%	44
2025 Q4	$8.8M	Sell	63,769 -249	-0.4%	-$32.9K	0.75%	28
2025 Q3	$8.25M	Buy	64,018 +17,972	+39%	+$2.31M	0.73%	33
2025 Q2	$5.78M	Buy	46,046 +22,088	+92%	+$2.52M	0.61%	35
2025 Q1	$2.52M	Buy	23,958 +304	+1%	+$35.4K	0.33%	80
2024 Q4	$2.75M	Buy	+23,654	New	+$2.8M	0.39%	67

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

Sovran Advisors's PKW Position: Q2 2026 in Review

Sovran Advisors reduced its Invesco BuyBack Achievers ETF (PKW) stake by 47% in Q2 2026, selling an estimated $3.33M and leaving 27,284 shares worth $4.01M. The position accounts for 0.3% of the portfolio, ranked #89.

Sovran Advisors first reported a position in PKW in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.8M in Q4 2025. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Sovran Advisors held 27,284 shares of Invesco BuyBack Achievers ETF worth $4.01M as of Q2 2026.
Sovran Advisors sold 24,258 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $3.33M.
Invesco BuyBack Achievers ETF made up 0.3% of Sovran Advisors's portfolio in Q2 2026, its #89 holding.
Sovran Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2024 and has held it in 7 quarters since.
Sovran Advisors's Invesco BuyBack Achievers ETF position peaked at $8.8M in Q4 2025.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.