UBS Group
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UBS Group’s Invesco BuyBack Achievers ETF PKW Stock Holding History

UBS Group’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
Q1 		$22.8M Buy
173,840
+62,495
+56% +$8.48M ﹤0.01% 2444
2025
Q4 		$15M Sell
111,345
-26,053
-19% -$3.44M ﹤0.01% 2882
2025
Q3 		$18.2M Buy
137,398
+14,043
+11% +$1.8M ﹤0.01% 2675
2025
Q2 		$15.2M Buy
123,355
+15,307
+14% +$1.75M ﹤0.01% 2665
2025
Q1 		$12.2M Sell
108,048
-9,037
-8% -$1.05M ﹤0.01% 2835
2024
Q4 		$13.5M Sell
117,085
-3,431
-3% -$406K ﹤0.01% 2738
2024
Q3 		$13.8M Buy
120,516
+9,501
+9% +$1.03M ﹤0.01% 2101
2024
Q2 		$11.5M Sell
111,015
-4,007
-3% -$417K ﹤0.01% 2102
2024
Q1 		$12.4M Buy
115,022
+7,510
+7% +$763K ﹤0.01% 2084
2023
Q4 		$10.6M Sell
107,512
-1,460
-1% -$133K ﹤0.01% 2040
2023
Q3 		$9.8M Buy
108,972
+3,710
+4% +$341K ﹤0.01% 1998
2023
Q2 		$9.42M Sell
105,262
-12,272
-10% -$1.05M ﹤0.01% 2000
2023
Q1 		$10M Sell
117,534
-6,331
-5% -$554K ﹤0.01% 1892
2022
Q4 		$10.6M Sell
123,865
-43,450
-26% -$3.66M ﹤0.01% 1875
2022
Q3 		$12.4M Sell
167,315
-8,589
-5% -$699K 0.01% 1622
2022
Q2 		$13.6M Buy
175,904
+8,341
+5% +$707K 0.01% 1589
2022
Q1 		$15.2M Buy
167,563
+12,451
+8% +$1.14M 0.01% 1642
2021
Q4 		$15M Sell
155,112
-16,272
-9% -$1.54M ﹤0.01% 1791
2021
Q3 		$15.5M Buy
171,384
+3,224
+2% +$297K ﹤0.01% 1703
2021
Q2 		$15.2M Buy
168,160
+62,625
+59% +$5.56M ﹤0.01% 1699
2021
Q1 		$8.89M Sell
105,535
-3,316
-3% -$263K ﹤0.01% 2058
2020
Q4 		$7.98M Sell
108,851
-2,286
-2% -$152K ﹤0.01% 2026
2020
Q3 		$6.69M Sell
111,137
-42,469
-28% -$2.56M ﹤0.01% 1930
2020
Q2 		$8.82M Sell
153,606
-48,437
-24% -$2.64M ﹤0.01% 1600
2020
Q1 		$9.79M Sell
202,043
-88,426
-30% -$5.49M ﹤0.01% 1425
2019
Q4 		$20M Sell
290,469
-20
-0% -$1.32K 0.01% 1380
2019
Q3 		$18.2M Sell
290,489
-5,252
-2% -$327K 0.01% 1319
2019
Q2 		$18.5M Sell
295,741
-21,745
-7% -$1.34M 0.01% 1267
2019
Q1 		$18.9M Sell
317,486
-56,528
-15% -$3.27M 0.01% 1175
2018
Q4 		$19.5M Sell
374,014
-11,519
-3% -$658K 0.01% 1104
2018
Q3 		$23.5M Sell
385,533
-1,540
-0.4% -$92K 0.01% 1099
2018
Q2 		$22M Buy
387,073
+33,562
+9% +$1.93M 0.01% 1104
2018
Q1 		$20.1M Buy
353,511
+3,153
+0.9% +$189K 0.01% 1158
2017
Q4 		$20.7M Sell
350,358
-17,631
-5% -$1M 0.01% 1179
2017
Q3 		$20.5M Sell
367,989
-41,294
-10% -$2.24M 0.01% 1091
2017
Q2 		$22M Sell
409,283
-76,712
-16% -$4.02M 0.01% 997
2017
Q1 		$25.2M Sell
485,995
-33,538
-6% -$1.73M 0.01% 888
2016
Q4 		$26.2M Buy
519,533
+6,244
+1% +$306K 0.01% 866
2016
Q3 		$24.4M Sell
513,289
-36,936
-7% -$1.74M 0.01% 859
2016
Q2 		$24.9M Sell
550,225
-88,894
-14% -$4.04M 0.02% 813
2016
Q1 		$29M Sell
639,119
-110,636
-15% -$4.76M 0.02% 683
2015
Q4 		$34.1M Buy
749,755
+37,206
+5% +$1.73M 0.02% 672
2015
Q3 		$31.2M Sell
712,549
-254,084
-26% -$11.9M 0.02% 662
2015
Q2 		$47M Sell
966,633
-412,854
-30% -$20.4M 0.03% 547
2015
Q1 		$68M Sell
1,379,487
-56,212
-4% -$2.73M 0.05% 412
2014
Q4 		$69M Buy
+1,435,699
New +$66.1M 0.05% 409

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

UBS Group's PKW Position: Q1 2026 in Review

UBS Group increased its Invesco BuyBack Achievers ETF (PKW) stake by 56% in Q1 2026, buying an estimated $8.48M and bringing the position to 173,840 shares worth $22.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2444.

UBS Group first reported a position in PKW in Q4 2014 and has held it in 46 quarters since. The position peaked at $69M in Q4 2014. 251 funds tracked by Wall St. Rank hold PKW as of Q1 2026.

  • UBS Group held 173,840 shares of Invesco BuyBack Achievers ETF worth $22.8M as of Q1 2026.
  • UBS Group bought 62,495 Invesco BuyBack Achievers ETF shares in Q1 2026, an estimated $8.48M.
  • Invesco BuyBack Achievers ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2444 holding.
  • UBS Group first reported a position in Invesco BuyBack Achievers ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Invesco BuyBack Achievers ETF position peaked at $69M in Q4 2014.
  • 251 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.