True Wealth Design’s Invesco BuyBack Achievers ETF PKW Stock Holding History

True Wealth Design’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	$143K	Sell	1,000 -41	-4%	-$6.06K	0.03%	181
2026 Q2	$147K	Hold	1,041	–	–	0.04%	160
2026 Q1	$137K	Sell	1,041 -39	-4%	-$5.29K	0.04%	152
2025 Q4	$145K	Hold	1,080	–	–	0.04%	123
2025 Q3	$143K	Sell	1,080 -4	-0.4%	-$514	0.04%	107
2025 Q2	$134K	Hold	1,084	–	–	0.05%	77
2025 Q1	$122K	Hold	1,084	–	–	0.05%	67
2024 Q4	$125K	Hold	1,084	–	–	0.05%	49
2024 Q3	$124K	Sell	1,084 -59	-5%	-$6.39K	0.05%	44
2024 Q2	$119K	Sell	1,143 -44	-4%	-$4.58K	0.03%	133
2024 Q1	$128K	Hold	1,187	–	–	0.03%	131
2023 Q4	$118K	Hold	1,187	–	–	0.03%	128
2023 Q3	$107K	Hold	1,187	–	–	0.04%	129
2023 Q2	$106K	Hold	1,187	–	–	0.04%	125
2023 Q1	$101K	Hold	1,187	–	–	0.04%	138
2022 Q4	$102K	Buy	+1,187	New	+$100K	0.05%	127

Other funds holding PKW

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

True Wealth Design's PKW Position: Q3 2026 in Review

True Wealth Design reduced its Invesco BuyBack Achievers ETF (PKW) stake by 3.9% in Q3 2026, selling an estimated $6.06K and leaving 1,000 shares worth $143K. The position accounts for 0.03% of the portfolio, ranked #181.

True Wealth Design first reported a position in PKW in Q4 2022 and has held it in 16 quarters since. The position peaked at $147K in Q2 2026. 56 funds tracked by Wall St. Rank hold PKW as of Q3 2026.

True Wealth Design held 1,000 shares of Invesco BuyBack Achievers ETF worth $143K as of Q3 2026.
True Wealth Design sold 41 Invesco BuyBack Achievers ETF shares in Q3 2026, an estimated $6.06K.
Invesco BuyBack Achievers ETF made up 0.03% of True Wealth Design's portfolio in Q3 2026, its #181 holding.
True Wealth Design first reported a position in Invesco BuyBack Achievers ETF in Q4 2022 and has held it in 16 quarters since.
True Wealth Design's Invesco BuyBack Achievers ETF position peaked at $147K in Q2 2026.
56 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.