Wealthcare Advisory Partners’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Wealthcare Advisory 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	$588K	Sell	4,148 -272	-6%	-$37.4K	0.01%	667
2026 Q1	$580K	Sell	4,420 -214	-5%	-$29K	0.01%	655
2025 Q4	$622K	Buy	4,634 +26	+0.6%	+$3.43K	0.01%	628
2025 Q3	$610K	Buy	4,608 +420	+10%	+$54K	0.01%	629
2025 Q2	$518K	Buy	4,188 +375	+10%	+$42.8K	0.01%	636
2025 Q1	$430K	Buy	3,813 +41	+1%	+$4.77K	0.01%	622
2024 Q4	$434K	Buy	3,772 +2	+0.1%	+$237	0.01%	605
2024 Q3	$432K	Buy	3,770 +241	+7%	+$26.1K	0.01%	603
2024 Q2	$367K	Buy	3,529 +302	+9%	+$31.4K	0.01%	613
2024 Q1	$349K	Buy	3,227 +678	+27%	+$68.9K	0.01%	627
2023 Q4	$252K	Buy	+2,549	New	+$233K	0.01%	654
2021 Q2	–	Sell	-269	Closed	-$23K	–	1495
2021 Q1	$23K	Buy	+269	New	+$21.3K	﹤0.01%	1154
2020 Q2	–	Sell	-369	Closed	-$18K	–	1079
2020 Q1	$18K	Hold	369	–	–	﹤0.01%	765
2019 Q4	$25K	Sell	369 -166	-31%	-$10.9K	﹤0.01%	705
2019 Q3	$33K	Hold	535	–	–	﹤0.01%	630
2019 Q2	$33K	Hold	535	–	–	0.01%	604
2019 Q1	$32K	Sell	535 -600	-53%	-$34.7K	0.01%	560
2018 Q4	$59K	Sell	1,135 -1,773	-61%	-$101K	0.01%	403
2018 Q3	$177K	Sell	2,908 -1,532	-35%	-$91.5K	0.03%	241
2018 Q2	$252K	Buy	4,440 +1,532	+53%	+$88K	0.05%	188
2018 Q1	$166K	Buy	2,908 +2,772	+2,038%	+$166K	0.04%	216
2017 Q4	$8K	Hold	136	–	–	﹤0.01%	721
2017 Q3	$8K	Buy	+136	New	+$7.36K	﹤0.01%	587

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

Wealthcare Advisory Partners's PKW Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Invesco BuyBack Achievers ETF (PKW) stake by 6.2% in Q2 2026, selling an estimated $37.4K and leaving 4,148 shares worth $588K. The position accounts for 0.01% of the portfolio, ranked #667.

Wealthcare Advisory Partners first reported a position in PKW in Q3 2017 and has held it in 23 quarters since. The position peaked at $622K in Q4 2025. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Wealthcare Advisory Partners held 4,148 shares of Invesco BuyBack Achievers ETF worth $588K as of Q2 2026.
Wealthcare Advisory Partners sold 272 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $37.4K.
Invesco BuyBack Achievers ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #667 holding.
Wealthcare Advisory Partners first reported a position in Invesco BuyBack Achievers ETF in Q3 2017 and has held it in 23 quarters since.
Wealthcare Advisory Partners's Invesco BuyBack Achievers ETF position peaked at $622K in Q4 2025.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.