Valley National Advisers’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

Valley National Advisers’s Portfolio IPKW Stock Details IPKW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$289K	Buy	5,122 +995	+24%	+$57.7K	0.03%	221
2026 Q1	$232K	Hold	4,127	–	–	0.03%	233
2025 Q4	$229K	Hold	4,127	–	–	0.03%	228
2025 Q3	$217K	Buy	4,127 +1,194	+41%	+$61K	0.03%	224
2025 Q2	$142K	Buy	2,933 +168	+6%	+$7.75K	0.02%	271
2025 Q1	$126K	Buy	+2,765	New	+$121K	0.02%	269

Other funds holding IPKW

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

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

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

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

KWA

Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return

Nikulski Financial Bettendorf, Iowa $464M AUM 34.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Valley National Advisers's IPKW Position: Q2 2026 in Review

Valley National Advisers increased its Invesco International BuyBack Achievers ETF (IPKW) stake by 24% in Q2 2026, buying an estimated $57.7K and bringing the position to 5,122 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #221.

Valley National Advisers first reported a position in IPKW in Q1 2025 and has held it in 6 quarters since. 89 funds tracked by Wall St. Rank hold IPKW as of Q2 2026.

Valley National Advisers held 5,122 shares of Invesco International BuyBack Achievers ETF worth $289K as of Q2 2026.
Valley National Advisers bought 995 Invesco International BuyBack Achievers ETF shares in Q2 2026, an estimated $57.7K.
Invesco International BuyBack Achievers ETF made up 0.03% of Valley National Advisers's portfolio in Q2 2026, its #221 holding.
Valley National Advisers first reported a position in Invesco International BuyBack Achievers ETF in Q1 2025 and has held it in 6 quarters since.
89 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.