Waverly Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Waverly Advisors’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	$7.23M	Buy	51,046 +633	+1%	+$87K	0.04%	353
2026 Q1	$6.62M	Buy	50,413 +1,520	+3%	+$206K	0.05%	344
2025 Q4	$6.57M	Buy	48,893 +3,156	+7%	+$417K	0.05%	319
2025 Q3	$6.06M	Buy	45,737 +481	+1%	+$61.8K	0.06%	290
2025 Q2	$5.59M	Sell	45,256 -513	-1%	-$58.6K	0.06%	285
2025 Q1	$5.16M	Buy	45,769 +4,173	+10%	+$486K	0.06%	289
2024 Q4	$4.79M	Buy	41,596 +27,600	+197%	+$3.27M	0.07%	225
2024 Q3	$1.6M	Hold	13,996	–	–	0.03%	373
2024 Q2	$1.45M	Sell	13,996 -186	-1%	-$19.4K	0.03%	369
2024 Q1	$1.53M	Buy	+14,182	New	+$1.44M	0.04%	303
2014 Q2	–	Sell	-1,814	Closed	-$79K	–	746
2014 Q1	$79K	Hold	1,814	–	–	0.04%	175
2013 Q4	$78K	Buy	1,814 +4	+0.2%	+$164	0.03%	273
2013 Q3	$71K	Buy	+1,810	New	+$68.9K	0.04%	193

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

Waverly Advisors's PKW Position: Q2 2026 in Review

Waverly Advisors increased its Invesco BuyBack Achievers ETF (PKW) stake by 1.3% in Q2 2026, buying an estimated $87K and bringing the position to 51,046 shares worth $7.23M. The position accounts for 0.04% of the portfolio, ranked #353.

Waverly Advisors first reported a position in PKW in Q3 2013 and has held it in 13 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Waverly Advisors held 51,046 shares of Invesco BuyBack Achievers ETF worth $7.23M as of Q2 2026.
Waverly Advisors bought 633 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $87K.
Invesco BuyBack Achievers ETF made up 0.04% of Waverly Advisors's portfolio in Q2 2026, its #353 holding.
Waverly Advisors first reported a position in Invesco BuyBack Achievers ETF in Q3 2013 and has held it in 13 quarters since.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.