Vertex Planning Partners’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Vertex Planning Partners’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	$212K	Buy	+1,500	New	+$206K	0.03%	156
2026 Q1	–	Sell	-1,500	Closed	-$201K	–	140
2025 Q4	$201K	Buy	+1,500	New	+$198K	0.05%	130

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

Vertex Planning Partners's PKW Position: Q2 2026 in Review

Vertex Planning Partners opened a new position in Invesco BuyBack Achievers ETF (PKW) in Q2 2026: 1,500 shares worth $212K. The stake represents 0.03% of the portfolio and ranks #156 among its holdings. This is a return to the name: Vertex Planning Partners previously reported a position in PKW as recently as Q4 2025.

Vertex Planning Partners first reported a position in PKW in Q4 2025 and has held it in 2 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Vertex Planning Partners held 1,500 shares of Invesco BuyBack Achievers ETF worth $212K as of Q2 2026.
Invesco BuyBack Achievers ETF was a new Vertex Planning Partners position in Q2 2026.
Invesco BuyBack Achievers ETF made up 0.03% of Vertex Planning Partners's portfolio in Q2 2026, its #156 holding.
Vertex Planning Partners first reported a position in Invesco BuyBack Achievers ETF in Q4 2025 and has held it in 2 quarters since.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.