Steward Partners Investment Advisory’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Steward Partners Investment Advisory’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	$4.95M	Buy	37,685 +13,501	+56%	+$1.83M	0.03%	518
2025 Q4	$3.25M	Buy	24,184 +257	+1%	+$33.9K	0.02%	616
2025 Q3	$3.17M	Buy	23,927 +2,779	+13%	+$357K	0.02%	616
2025 Q2	$2.61M	Buy	21,148 +3,022	+17%	+$345K	0.02%	622
2025 Q1	$2.04M	Sell	18,126 -125	-0.7%	-$14.6K	0.02%	654
2024 Q4	$2.1M	Sell	18,251 -735	-4%	-$87K	0.02%	622
2024 Q3	$2.17M	Buy	18,986 +145	+0.8%	+$15.7K	0.02%	596
2024 Q2	$1.96M	Buy	18,841 +2,122	+13%	+$221K	0.02%	593
2024 Q1	$1.81M	Buy	16,719 +1,371	+9%	+$139K	0.02%	610
2023 Q4	$1.52M	Sell	15,348 -393	-2%	-$35.9K	0.02%	585
2023 Q3	$1.42M	Buy	15,741 +245	+2%	+$22.5K	0.02%	561
2023 Q2	$1.39M	Sell	15,496 -223	-1%	-$19K	0.02%	589
2023 Q1	$1.34M	Sell	15,719 -2,604	-14%	-$228K	0.02%	588
2022 Q4	$1.57M	Sell	18,323 -1,836	-9%	-$155K	0.03%	523
2022 Q3	$1.5M	Sell	20,159 -2,542	-11%	-$207K	0.03%	514
2022 Q2	$1.76M	Sell	22,701 -19,495	-46%	-$1.65M	0.03%	470
2022 Q1	$3.82M	Buy	42,196 +3,906	+10%	+$359K	0.06%	320
2021 Q4	$3.69M	Buy	38,290 +2,390	+7%	+$227K	0.06%	327
2021 Q3	$3.24M	Buy	35,900 +30,741	+596%	+$2.83M	0.06%	335
2021 Q2	$466K	Buy	5,159 +2,008	+64%	+$178K	0.01%	961
2021 Q1	$265K	Buy	3,151 +651	+26%	+$51.6K	﹤0.01%	1160
2020 Q4	$183K	Hold	2,500	–	–	﹤0.01%	1108
2020 Q3	$150K	Hold	2,500	–	–	﹤0.01%	1063
2020 Q2	$144K	Hold	2,500	–	–	﹤0.01%	993
2020 Q1	$121K	Sell	2,500 -300	-11%	-$18.6K	﹤0.01%	936
2019 Q4	$193K	Hold	2,800	–	–	0.01%	896
2019 Q3	$175K	Buy	2,800 +2,500	+833%	+$156K	0.01%	885
2019 Q2	$18K	Buy	+300	New	+$18.5K	﹤0.01%	1752
2018 Q3	–	Sell	-374	Closed	-$21K	–	2673
2018 Q2	$21K	Buy	+374	New	+$21.5K	﹤0.01%	1453

Other funds holding PKW

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CAG

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

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

Steward Partners Investment Advisory's PKW Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Invesco BuyBack Achievers ETF (PKW) stake by 56% in Q1 2026, buying an estimated $1.83M and bringing the position to 37,685 shares worth $4.95M. The position accounts for 0.03% of the portfolio, ranked #518.

Steward Partners Investment Advisory first reported a position in PKW in Q2 2018 and has held it in 29 quarters since. 251 funds tracked by Wall St. Rank hold PKW as of Q1 2026.

Steward Partners Investment Advisory held 37,685 shares of Invesco BuyBack Achievers ETF worth $4.95M as of Q1 2026.
Steward Partners Investment Advisory bought 13,501 Invesco BuyBack Achievers ETF shares in Q1 2026, an estimated $1.83M.
Invesco BuyBack Achievers ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #518 holding.
Steward Partners Investment Advisory first reported a position in Invesco BuyBack Achievers ETF in Q2 2018 and has held it in 29 quarters since.
251 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.