Wealth Enhancement Advisory Services
PKW icon

Wealth Enhancement Advisory Services’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.21M Buy
32,404
+529
+2% +$72.7K 0.01% 1274
2026
Q1 		$2.95M Sell
31,875
-6,290
-16% -$853K 0.01% 1191
2025
Q4 		$5.27M Sell
38,165
-1,411
-4% -$186K 0.01% 989
2025
Q3 		$5.25M Sell
39,576
-1,087
-3% -$140K 0.01% 923
2025
Q2 		$5.13M Buy
40,663
+1,314
+3% +$150K 0.01% 886
2025
Q1 		$4.43M Sell
39,349
-4,197
-10% -$489K 0.01% 877
2024
Q4 		$5.01M Buy
43,546
+1,447
+3% +$171K 0.01% 799
2024
Q3 		$4.82M Sell
42,099
-84
-0.2% -$9.09K 0.01% 731
2024
Q2 		$4.38M Sell
42,183
-715
-2% -$74.4K 0.01% 719
2024
Q1 		$4.64M Sell
42,898
-1,095
-2% -$111K 0.01% 685
2023
Q4 		$4.36M Sell
43,993
-47
-0.1% -$4.29K 0.01% 643
2023
Q3 		$3.96M Buy
44,040
+39,436
+857% +$3.63M 0.01% 640
2023
Q2 		$412K Buy
4,604
+12
+0.3% +$1.02K ﹤0.01% 379
2023
Q1 		$391K Buy
+4,592
New +$402K ﹤0.01% 410

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Koshinski Asset Management
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

Wealth Enhancement Advisory Services's PKW Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco BuyBack Achievers ETF (PKW) stake by 1.7% in Q2 2026, buying an estimated $72.7K and bringing the position to 32,404 shares worth $3.21M. The position accounts for 0.01% of the portfolio, ranked #1274.

Wealth Enhancement Advisory Services first reported a position in PKW in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.27M in Q4 2025. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

  • Wealth Enhancement Advisory Services held 32,404 shares of Invesco BuyBack Achievers ETF worth $3.21M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 529 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $72.7K.
  • Invesco BuyBack Achievers ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1274 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco BuyBack Achievers ETF in Q1 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Invesco BuyBack Achievers ETF position peaked at $5.27M in Q4 2025.
  • 252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.