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Tradition Wealth Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Tradition Wealth Management’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 		$1.31M Buy
9,220
+4
+0% +$550 0.08% 189
2026
Q1 		$1.21M Sell
9,216
-17
-0.2% -$2.31K 0.09% 182
2025
Q4 		$1.24M Sell
9,233
-38
-0.4% -$5.02K 0.09% 176
2025
Q3 		$1.23M Buy
9,271
+18
+0.2% +$2.31K 0.09% 168
2025
Q2 		$1.14M Sell
9,253
-2
-0% -$229 0.09% 167
2025
Q1 		$1.04M Buy
9,255
+17
+0.2% +$1.98K 0.09% 168
2024
Q4 		$1.06M Buy
9,238
+12
+0.1% +$1.42K 0.09% 164
2024
Q3 		$1.06M Buy
9,226
+13
+0.1% +$1.41K 0.09% 163
2024
Q2 		$957K Buy
9,213
+625
+7% +$65.1K 0.09% 166
2024
Q1 		$929K Sell
8,588
-705
-8% -$71.6K 0.09% 158
2023
Q4 		$920K Buy
9,293
+24
+0.3% +$2.19K 0.1% 134
2023
Q3 		$834K Sell
9,269
-145
-2% -$13.3K 0.1% 132
2023
Q2 		$842K Buy
9,414
+18
+0.2% +$1.54K 0.1% 132
2023
Q1 		$799K Buy
9,396
+22
+0.2% +$1.93K 0.1% 133
2022
Q4 		$802K Buy
9,374
+544
+6% +$45.9K 0.11% 124
2022
Q3 		$655K Buy
8,830
+4
+0% +$326 0.1% 133
2022
Q2 		$684K Buy
8,826
+671
+8% +$56.9K 0.1% 134
2022
Q1 		$738K Buy
8,155
+257
+3% +$23.6K 0.09% 147
2021
Q4 		$762K Buy
7,898
+241
+3% +$22.9K 0.1% 143
2021
Q3 		$690K Sell
7,657
-45
-0.6% -$4.14K 0.1% 139
2021
Q2 		$695K Buy
7,702
+312
+4% +$27.7K 0.1% 145
2021
Q1 		$622K Buy
7,390
+66
+0.9% +$5.23K 0.11% 145
2020
Q4 		$537K Buy
+7,324
New +$487K 0.1% 143

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

Tradition Wealth Management's PKW Position: Q2 2026 in Review

Tradition Wealth Management increased its Invesco BuyBack Achievers ETF (PKW) stake by 0.04% in Q2 2026, buying an estimated $550 and bringing the position to 9,220 shares worth $1.31M. The position accounts for 0.08% of the portfolio, ranked #189.

Tradition Wealth Management first reported a position in PKW in Q4 2020 and has held it in 23 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

  • Tradition Wealth Management held 9,220 shares of Invesco BuyBack Achievers ETF worth $1.31M as of Q2 2026.
  • Tradition Wealth Management bought 4 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $550.
  • Invesco BuyBack Achievers ETF made up 0.08% of Tradition Wealth Management's portfolio in Q2 2026, its #189 holding.
  • Tradition Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q4 2020 and has held it in 23 quarters since.
  • 252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.