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 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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Banque de Luxembourg Luxembourg $212M AUM 19.72% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return