WPC
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Wedmont Private Capital’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Wedmont Private Capital’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 		$1.01M Hold
7,049
– – 0.03% 347
2026
Q1 		$960K Buy
+7,049
New +$956K 0.03% 331

Other funds holding PKW

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
BDL
Banque de Luxembourg Luxembourg $212M AUM 19.72% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wedmont Private Capital's PKW Position: Q2 2026 in Review

Wedmont Private Capital held its Invesco BuyBack Achievers ETF (PKW) position steady in Q2 2026 at 7,049 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #347.

Wedmont Private Capital first reported a position in PKW in Q1 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

  • Wedmont Private Capital held 7,049 shares of Invesco BuyBack Achievers ETF worth $1.01M as of Q2 2026.
  • Wedmont Private Capital left its Invesco BuyBack Achievers ETF share count unchanged in Q2 2026.
  • Invesco BuyBack Achievers ETF made up 0.03% of Wedmont Private Capital's portfolio in Q2 2026, its #347 holding.
  • Wedmont Private Capital first reported a position in Invesco BuyBack Achievers ETF in Q1 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.