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Thoroughbred Financial Services’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Thoroughbred Financial Services’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
Q3 		$5.05M Sell
35,276
-825
-2% -$122K 0.24% 87
2026
Q2 		$5.11M Sell
36,101
-1,181
-3% -$162K 0.25% 89
2026
Q1 		$4.89M Buy
37,282
+920
+3% +$125K 0.29% 73
2025
Q4 		$4.88M Buy
36,362
+310
+0.9% +$40.9K 0.29% 67
2025
Q3 		$4.78M Buy
36,052
+3,074
+9% +$395K 0.29% 70
2025
Q2 		$4.08M Buy
32,978
+12,533
+61% +$1.43M 0.28% 69
2025
Q1 		$2.3M Buy
20,445
+451
+2% +$52.5K 0.14% 152
2024
Q4 		$2.3M Buy
19,994
+11
+0.1% +$1.3K 0.14% 143
2024
Q3 		$2.29M Buy
19,983
+277
+1% +$30K 0.15% 130
2024
Q2 		$2.05M Buy
19,706
+6,636
+51% +$691K 0.14% 147
2024
Q1 		$1.41M Sell
13,070
-2,296
-15% -$233K 0.14% 147
2023
Q4 		$1.52M Buy
15,366
+9,191
+149% +$840K 0.12% 164
2023
Q3 		$555K Buy
+6,175
New +$568K 0.05% 307
2022
Q2 		– Sell
-9,080
Closed -$821K – 389
2022
Q1 		$821K Buy
9,080
+2,737
+43% +$251K 0.13% 163
2021
Q4 		$612K Buy
6,343
+4,070
+179% +$386K 0.13% 166
2021
Q3 		$204K Buy
+2,273
New +$209K 0.05% 309

Other funds holding PKW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Triton Wealth Management
Triton Wealth Management Sun City, Arizona $336M AUM 21.83% 1-Year Est. Return
Curtis Advisory Group
Curtis Advisory Group Santa Barbara, California $537M AUM 14.73% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Legacy Capital Wealth Partners
Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Thoroughbred Financial Services's PKW Position: Q3 2026 in Review

Thoroughbred Financial Services reduced its Invesco BuyBack Achievers ETF (PKW) stake by 2.3% in Q3 2026, selling an estimated $122K and leaving 35,276 shares worth $5.05M. The position accounts for 0.24% of the portfolio, ranked #87.

Thoroughbred Financial Services first reported a position in PKW in Q3 2021 and has held it in 16 quarters since. The position peaked at $5.11M in Q2 2026. 154 funds tracked by Wall St. Rank hold PKW as of Q3 2026.

  • Thoroughbred Financial Services held 35,276 shares of Invesco BuyBack Achievers ETF worth $5.05M as of Q3 2026.
  • Thoroughbred Financial Services sold 825 Invesco BuyBack Achievers ETF shares in Q3 2026, an estimated $122K.
  • Invesco BuyBack Achievers ETF made up 0.24% of Thoroughbred Financial Services's portfolio in Q3 2026, its #87 holding.
  • Thoroughbred Financial Services first reported a position in Invesco BuyBack Achievers ETF in Q3 2021 and has held it in 16 quarters since.
  • Thoroughbred Financial Services's Invesco BuyBack Achievers ETF position peaked at $5.11M in Q2 2026.
  • 154 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2026.

Based on Thoroughbred Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.