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Tempus Wealth Planning’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Tempus Wealth Planning’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 		$2.64M Buy
18,640
+7,547
+68% +$1.04M 0.52% 47
2026
Q1 		$1.46M Buy
11,093
+149
+1% +$20.2K 0.33% 81
2025
Q4 		$1.47M Sell
10,944
-113
-1% -$14.9K 0.34% 82
2025
Q3 		$1.46M Sell
11,057
-1,467
-12% -$188K 0.34% 81
2025
Q2 		$1.55M Hold
12,524
– – 0.39% 70
2025
Q1 		$1.41M Buy
12,524
+2,301
+23% +$268K 0.42% 68
2024
Q4 		$1.18M Sell
10,223
-83
-0.8% -$9.83K 0.36% 82
2024
Q3 		$1.18M Buy
10,306
+178
+2% +$19.3K 0.43% 64
2024
Q2 		$1.05M Buy
10,128
+405
+4% +$42.2K 0.44% 63
2024
Q1 		$1.05M Buy
9,723
+1,242
+15% +$126K 0.46% 61
2023
Q4 		$840K Sell
8,481
-596
-7% -$54.5K 0.37% 76
2023
Q3 		$817K Sell
9,077
-104
-1% -$9.57K 0.41% 62
2023
Q2 		$821K Buy
9,181
+316
+4% +$27K 0.37% 80
2023
Q1 		$754K Sell
8,865
-276
-3% -$24.1K 0.37% 71
2022
Q4 		$782K Sell
9,141
-445
-5% -$37.5K 0.48% 65
2022
Q3 		$711K Sell
9,586
-2,224
-19% -$181K 0.47% 59
2022
Q2 		$916K Sell
11,810
-1,048
-8% -$88.8K 0.75% 35
2022
Q1 		$1.16M Buy
12,858
+221
+2% +$20.3K 0.83% 34
2021
Q4 		$1.22M Sell
12,637
-389
-3% -$36.9K 0.66% 40
2021
Q3 		$1.17M Buy
13,026
+407
+3% +$37.4K 0.66% 40
2021
Q2 		$1.14M Buy
12,619
+1,233
+11% +$110K 0.76% 37
2021
Q1 		$959K Buy
11,386
+416
+4% +$33K 1.02% 28
2020
Q4 		$805K Sell
10,970
-7,028
-39% -$467K 1.04% 20
2020
Q3 		$1.08M Sell
17,998
-455
-2% -$27.5K 1.57% 11
2020
Q2 		$1.06M Buy
18,453
+288
+2% +$15.7K 1.58% 12
2020
Q1 		$880K Buy
18,165
+2,979
+20% +$185K 1.44% 12
2019
Q4 		$1.05M Buy
+15,186
New +$1M 0.92% 18

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Koshinski Asset Management
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

Tempus Wealth Planning's PKW Position: Q2 2026 in Review

Tempus Wealth Planning increased its Invesco BuyBack Achievers ETF (PKW) stake by 68% in Q2 2026, buying an estimated $1.04M and bringing the position to 18,640 shares worth $2.64M. The position accounts for 0.52% of the portfolio, ranked #47.

Tempus Wealth Planning first reported a position in PKW in Q4 2019 and has held it in 27 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

  • Tempus Wealth Planning held 18,640 shares of Invesco BuyBack Achievers ETF worth $2.64M as of Q2 2026.
  • Tempus Wealth Planning bought 7,547 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $1.04M.
  • Invesco BuyBack Achievers ETF made up 0.52% of Tempus Wealth Planning's portfolio in Q2 2026, its #47 holding.
  • Tempus Wealth Planning first reported a position in Invesco BuyBack Achievers ETF in Q4 2019 and has held it in 27 quarters since.
  • 252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.