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Tidemark’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Tidemark’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
Q1 		$313K Buy
2,385
+1
+0% +$136 0.08% 110
2025
Q4 		$320K Buy
2,384
+1
+0% +$132 0.09% 99
2025
Q3 		$316K Buy
2,383
+1
+0% +$128 0.09% 97
2025
Q2 		$294K Buy
2,382
+1
+0% +$114 0.09% 94
2025
Q1 		$268K Buy
2,381
+1
+0% +$116 0.1% 98
2024
Q4 		$274K Buy
2,380
+1
+0% +$118 0.11% 93
2024
Q3 		$273K Hold
2,379
– – 0.11% 91
2024
Q2 		$247K Buy
2,379
+157
+7% +$16.3K 0.11% 95
2024
Q1 		$240K Buy
2,222
+283
+15% +$28.8K 0.13% 110
2023
Q4 		$192K Buy
+1,939
New +$177K 0.12% 115

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Tidemark's PKW Position: Q1 2026 in Review

Tidemark increased its Invesco BuyBack Achievers ETF (PKW) stake by 0.04% in Q1 2026, buying an estimated $136 and bringing the position to 2,385 shares worth $313K. The position accounts for 0.08% of the portfolio, ranked #110.

Tidemark first reported a position in PKW in Q4 2023 and has held it in 10 quarters since. The position peaked at $320K in Q4 2025. 251 funds tracked by Wall St. Rank hold PKW as of Q1 2026.

  • Tidemark held 2,385 shares of Invesco BuyBack Achievers ETF worth $313K as of Q1 2026.
  • Tidemark bought 1 Invesco BuyBack Achievers ETF share in Q1 2026, an estimated $136.
  • Invesco BuyBack Achievers ETF made up 0.08% of Tidemark's portfolio in Q1 2026, its #110 holding.
  • Tidemark first reported a position in Invesco BuyBack Achievers ETF in Q4 2023 and has held it in 10 quarters since.
  • Tidemark's Invesco BuyBack Achievers ETF position peaked at $320K in Q4 2025.
  • 251 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2026.

Based on Tidemark's 13F filing for Q1 2026, filed 7 May 2026.