Stifel Financial
PKW icon

Stifel Financial’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Stifel Financial’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 		$25.4M Buy
193,748
+175,927
+987% +$23.9M 0.02% 547
2025
Q4 		$2.39M Sell
17,821
-245
-1% -$32.3K ﹤0.01% 1807
2025
Q3 		$2.39M Sell
18,066
-257
-1% -$33K ﹤0.01% 1783
2025
Q2 		$2.26M Sell
18,323
-187
-1% -$21.4K ﹤0.01% 1755
2025
Q1 		$2.09M Sell
18,510
-48
-0.3% -$5.59K ﹤0.01% 1737
2024
Q4 		$2.14M Buy
18,558
+56
+0.3% +$6.63K ﹤0.01% 1728
2024
Q3 		$2.12M Sell
18,502
-479
-3% -$51.9K ﹤0.01% 1726
2024
Q2 		$1.97M Buy
18,981
+214
+1% +$22.3K ﹤0.01% 1729
2024
Q1 		$2.03M Buy
18,767
+1,543
+9% +$157K ﹤0.01% 1702
2023
Q4 		$1.71M Sell
17,224
-171
-1% -$15.6K ﹤0.01% 1787
2023
Q3 		$1.57M Sell
17,395
-13,526
-44% -$1.24M ﹤0.01% 1756
2023
Q2 		$2.77M Sell
30,921
-654
-2% -$55.8K ﹤0.01% 1407
2023
Q1 		$2.69M Sell
31,575
-367
-1% -$32.1K ﹤0.01% 1387
2022
Q4 		$2.73M Sell
31,942
-1,048
-3% -$88.4K ﹤0.01% 1300
2022
Q3 		$2.45M Buy
32,990
+90
+0.3% +$7.33K ﹤0.01% 1323
2022
Q2 		$2.55M Sell
32,900
-1,960
-6% -$166K ﹤0.01% 1350
2022
Q1 		$3.15M Buy
34,860
+3,057
+10% +$281K ﹤0.01% 1315
2021
Q4 		$3.07M Buy
31,803
+9,521
+43% +$903K ﹤0.01% 1344
2021
Q3 		$2.01M Buy
22,282
+2,226
+11% +$205K ﹤0.01% 1573
2021
Q2 		$1.81M Buy
20,056
+465
+2% +$41.3K ﹤0.01% 1680
2021
Q1 		$1.65M Buy
19,591
+2
+0% +$159 ﹤0.01% 1642
2020
Q4 		$1.44M Sell
19,589
-561
-3% -$37.3K ﹤0.01% 1591
2020
Q3 		$1.21M Sell
20,150
-252
-1% -$15.2K ﹤0.01% 1501
2020
Q2 		$1.17M Sell
20,402
-1,517
-7% -$82.7K ﹤0.01% 1449
2020
Q1 		$1.06M Sell
21,919
-7,200
-25% -$447K ﹤0.01% 1388
2019
Q4 		$2.01M Buy
29,119
+782
+3% +$51.5K ﹤0.01% 1336
2019
Q3 		$1.77M Sell
28,337
-701
-2% -$43.7K ﹤0.01% 1397
2019
Q2 		$1.82M Sell
29,038
-104
-0.4% -$6.41K ﹤0.01% 1406
2019
Q1 		$1.74M Buy
29,142
+13,230
+83% +$764K ﹤0.01% 1319
2018
Q4 		$832K Buy
15,912
+10,869
+216% +$621K ﹤0.01% 1657
2018
Q3 		$306K Sell
5,043
-59
-1% -$3.52K ﹤0.01% 2350
2018
Q2 		$288K Sell
5,102
-843
-14% -$48.4K ﹤0.01% 2324
2018
Q1 		$337K Buy
5,945
+343
+6% +$20.5K ﹤0.01% 2186
2017
Q4 		$330K Sell
5,602
-53
-0.9% -$3.02K ﹤0.01% 2143
2017
Q3 		$314K Sell
5,655
-1
-0% -$54 ﹤0.01% 2128
2017
Q2 		$304K Sell
5,656
-9,102
-62% -$477K ﹤0.01% 2128
2017
Q1 		$769K Buy
14,758
+356
+2% +$18.4K ﹤0.01% 1585
2016
Q4 		$728K Sell
14,402
-17,466
-55% -$856K ﹤0.01% 1574
2016
Q3 		$1.51M Sell
31,868
-30,133
-49% -$1.42M 0.01% 1126
2016
Q2 		$2.8M Sell
62,001
-6,071
-9% -$276K 0.01% 848
2016
Q1 		$3.08M Sell
68,072
-6,182
-8% -$266K 0.02% 753
2015
Q4 		$3.38M Buy
74,254
+32,780
+79% +$1.52M 0.02% 737
2015
Q3 		$1.82M Buy
41,474
+4,371
+12% +$205K 0.01% 955
2015
Q2 		$1.8M Sell
37,103
-210
-0.6% -$10.4K 0.01% 1064
2015
Q1 		$1.84M Sell
37,313
-195,212
-84% -$9.48M 0.01% 980
2014
Q4 		$11.2M Buy
232,525
+193,667
+498% +$8.92M 0.06% 368
2014
Q3 		$1.74M Sell
38,858
-2,474
-6% -$112K 0.02% 818
2014
Q2 		$1.85M Buy
41,332
+1,948
+5% +$85.2K 0.02% 813
2014
Q1 		$1.71M Buy
+39,384
New +$1.68M 0.02% 808

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Stifel Financial's PKW Position: Q1 2026 in Review

Stifel Financial increased its Invesco BuyBack Achievers ETF (PKW) stake by 987% in Q1 2026, buying an estimated $23.9M and bringing the position to 193,748 shares worth $25.4M. The position accounts for 0.02% of the portfolio, ranked #547.

Stifel Financial first reported a position in PKW in Q1 2014 and has held it in 49 quarters since. 251 funds tracked by Wall St. Rank hold PKW as of Q1 2026.

  • Stifel Financial held 193,748 shares of Invesco BuyBack Achievers ETF worth $25.4M as of Q1 2026.
  • Stifel Financial bought 175,927 Invesco BuyBack Achievers ETF shares in Q1 2026, an estimated $23.9M.
  • Invesco BuyBack Achievers ETF made up 0.02% of Stifel Financial's portfolio in Q1 2026, its #547 holding.
  • Stifel Financial first reported a position in Invesco BuyBack Achievers ETF in Q1 2014 and has held it in 49 quarters since.
  • 251 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.