Stokes Family Office’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Stokes Family Office’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	$510K	Hold	3,600	–	–	0.06%	186
2026 Q1	$472K	Sell	3,600 -440	-11%	-$59.7K	0.05%	190
2025 Q4	$543K	Buy	4,040 +235	+6%	+$31K	0.05%	185
2025 Q3	$504K	Hold	3,805	–	–	0.05%	178
2025 Q2	$470K	Hold	3,805	–	–	0.05%	169
2025 Q1	$429K	Hold	3,805	–	–	0.05%	174
2024 Q4	$438K	Sell	3,805 -235	-6%	-$27.8K	0.05%	171
2024 Q3	$463K	Sell	4,040 -20	-0.5%	-$2.17K	0.05%	160
2024 Q2	$422K	Hold	4,060	–	–	0.05%	164
2024 Q1	$439K	Hold	4,060	–	–	0.05%	155
2023 Q4	$402K	Hold	4,060	–	–	0.05%	158
2023 Q3	$365K	Buy	4,060 +58	+1%	+$5.34K	0.04%	214
2023 Q2	$358K	Hold	4,002	–	–	0.04%	216
2023 Q1	$340K	Hold	4,002	–	–	0.04%	209
2022 Q4	$342K	Hold	4,002	–	–	0.04%	204
2022 Q3	$297K	Hold	4,002	–	–	0.04%	209
2022 Q2	$310K	Buy	+4,002	New	+$339K	0.04%	204

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

Stokes Family Office's PKW Position: Q2 2026 in Review

Stokes Family Office held its Invesco BuyBack Achievers ETF (PKW) position steady in Q2 2026 at 3,600 shares worth $510K. The position accounts for 0.06% of the portfolio, ranked #186.

Stokes Family Office first reported a position in PKW in Q2 2022 and has held it in 17 quarters since. The position peaked at $543K in Q4 2025. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Stokes Family Office held 3,600 shares of Invesco BuyBack Achievers ETF worth $510K as of Q2 2026.
Stokes Family Office left its Invesco BuyBack Achievers ETF share count unchanged in Q2 2026.
Invesco BuyBack Achievers ETF made up 0.06% of Stokes Family Office's portfolio in Q2 2026, its #186 holding.
Stokes Family Office first reported a position in Invesco BuyBack Achievers ETF in Q2 2022 and has held it in 17 quarters since.
Stokes Family Office's Invesco BuyBack Achievers ETF position peaked at $543K in Q4 2025.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.