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

Summit 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 Q2	$976K	Sell	6,887 -1,019	-13%	-$140K	0.01%	844
2026 Q1	$1.04M	Sell	7,906 -74	-0.9%	-$10K	0.01%	765
2025 Q4	$1.07M	Sell	7,980 -519	-6%	-$68.5K	0.02%	647
2025 Q3	$1.13M	Sell	8,499 -123	-1%	-$15.8K	0.02%	616
2025 Q2	$1.07M	Buy	+8,622	New	+$985K	0.02%	407

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

Summit Financial's PKW Position: Q2 2026 in Review

Summit Financial reduced its Invesco BuyBack Achievers ETF (PKW) stake by 13% in Q2 2026, selling an estimated $140K and leaving 6,887 shares worth $976K. The position accounts for 0.01% of the portfolio, ranked #844.

Summit Financial first reported a position in PKW in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.13M in Q3 2025. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Summit Financial held 6,887 shares of Invesco BuyBack Achievers ETF worth $976K as of Q2 2026.
Summit Financial sold 1,019 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $140K.
Invesco BuyBack Achievers ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #844 holding.
Summit Financial first reported a position in Invesco BuyBack Achievers ETF in Q2 2025 and has held it in 5 quarters since.
Summit Financial's Invesco BuyBack Achievers ETF position peaked at $1.13M in Q3 2025.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.