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Trademark Financial Management’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

Trademark Financial Management’s Portfolio IPKW Stock Details IPKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,260
Closed -$352K – 112
2026
Q1 		$352K Sell
6,260
-495
-7% -$28.4K 0.17% 79
2025
Q4 		$375K Buy
6,755
+174
+3% +$9.3K 0.21% 73
2025
Q3 		$347K Buy
+6,581
New +$336K 0.2% 71

Other funds holding IPKW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return
NF
Nikulski Financial Bettendorf, Iowa $464M AUM 34.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Trademark Financial Management's IPKW Position: Q2 2026 in Review

Trademark Financial Management sold out of Invesco International BuyBack Achievers ETF (IPKW) in Q2 2026, closing a stake of 6,260 shares — an estimated $352K sold.

Trademark Financial Management first reported a position in IPKW in Q3 2025 and held it in 3 quarters. The position peaked at $375K in Q4 2025. 89 funds tracked by Wall St. Rank hold IPKW as of Q2 2026.

  • Trademark Financial Management reported no remaining Invesco International BuyBack Achievers ETF position as of Q2 2026 after selling out during the quarter.
  • Trademark Financial Management sold 6,260 Invesco International BuyBack Achievers ETF shares in Q2 2026, an estimated $352K.
  • Trademark Financial Management first reported a position in Invesco International BuyBack Achievers ETF in Q3 2025 and held it in 3 quarters.
  • Trademark Financial Management's Invesco International BuyBack Achievers ETF position peaked at $375K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.