Stegent Equity Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Stegent Equity 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	$2.65M	Buy	18,724 +2,478	+15%	+$341K	1.9%	18
2026 Q1	$2.13M	Buy	16,246 +2,201	+16%	+$299K	1.82%	15
2025 Q4	$1.89M	Buy	+14,045	New	+$1.85M	1.47%	20
2022 Q3	–	Sell	-9,761	Closed	-$755K	–	66
2022 Q2	$755K	Sell	9,761 -25,430	-72%	-$2.16M	0.98%	36
2022 Q1	$3.19M	Buy	35,191 +10,677	+44%	+$980K	2.68%	9
2021 Q4	$2.36M	Buy	+24,514	New	+$2.33M	1.92%	18

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

Stegent Equity Advisors's PKW Position: Q2 2026 in Review

Stegent Equity Advisors increased its Invesco BuyBack Achievers ETF (PKW) stake by 15% in Q2 2026, buying an estimated $341K and bringing the position to 18,724 shares worth $2.65M. The position accounts for 1.9% of the portfolio, ranked #18.

Stegent Equity Advisors first reported a position in PKW in Q4 2021 and has held it in 6 quarters since. The position peaked at $3.19M in Q1 2022. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Stegent Equity Advisors held 18,724 shares of Invesco BuyBack Achievers ETF worth $2.65M as of Q2 2026.
Stegent Equity Advisors bought 2,478 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $341K.
Invesco BuyBack Achievers ETF made up 1.9% of Stegent Equity Advisors's portfolio in Q2 2026, its #18 holding.
Stegent Equity Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2021 and has held it in 6 quarters since.
Stegent Equity Advisors's Invesco BuyBack Achievers ETF position peaked at $3.19M in Q1 2022.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Stegent Equity Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.