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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
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

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

Thoroughbred Financial Services's PKW Position: Q2 2026 in Review

Thoroughbred Financial Services reduced its Invesco BuyBack Achievers ETF (PKW) stake by 3.2% in Q2 2026, selling an estimated $162K and leaving 36,101 shares worth $5.11M. The position accounts for 0.25% of the portfolio, ranked #89.

Thoroughbred Financial Services first reported a position in PKW in Q3 2021 and has held it in 15 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

  • Thoroughbred Financial Services held 36,101 shares of Invesco BuyBack Achievers ETF worth $5.11M as of Q2 2026.
  • Thoroughbred Financial Services sold 1,181 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $162K.
  • Invesco BuyBack Achievers ETF made up 0.25% of Thoroughbred Financial Services's portfolio in Q2 2026, its #89 holding.
  • Thoroughbred Financial Services first reported a position in Invesco BuyBack Achievers ETF in Q3 2021 and has held it in 15 quarters since.
  • 252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.