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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

True Wealth Design's PKW Position: Q2 2026 in Review

True Wealth Design held its Invesco BuyBack Achievers ETF (PKW) position steady in Q2 2026 at 1,041 shares worth $147K. The position accounts for 0.04% of the portfolio, ranked #160.

True Wealth Design first reported a position in PKW in Q4 2022 and has held it in 15 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

True Wealth Design held 1,041 shares of Invesco BuyBack Achievers ETF worth $147K as of Q2 2026.
True Wealth Design left its Invesco BuyBack Achievers ETF share count unchanged in Q2 2026.
Invesco BuyBack Achievers ETF made up 0.04% of True Wealth Design's portfolio in Q2 2026, its #160 holding.
True Wealth Design first reported a position in Invesco BuyBack Achievers ETF in Q4 2022 and has held it in 15 quarters since.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.