Western Wealth Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Western Wealth Management’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	$265K	Buy	1,870 +22	+1%	+$3.02K	0.01%	868
2026 Q1	$243K	Buy	1,848 +21	+1%	+$2.85K	0.01%	860
2025 Q4	$245K	Buy	+1,827	New	+$241K	0.01%	735
2022 Q4	–	Sell	-2,885	Closed	-$214K	–	758
2022 Q3	$214K	Buy	2,885 +4	+0.1%	+$326	0.01%	730
2022 Q2	$224K	Buy	2,881 +4	+0.1%	+$339	0.01%	702
2022 Q1	$260K	Buy	+2,877	New	+$264K	0.01%	720
2020 Q1	–	Sell	-3,265	Closed	-$225K	–	408
2019 Q4	$225K	Buy	+3,265	New	+$215K	0.03%	365
2019 Q1	–	Sell	-4,730	Closed	-$246K	–	395
2018 Q4	$246K	Buy	+4,730	New	+$270K	0.07%	284

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

Western Wealth Management's PKW Position: Q2 2026 in Review

Western Wealth Management increased its Invesco BuyBack Achievers ETF (PKW) stake by 1.2% in Q2 2026, buying an estimated $3.02K and bringing the position to 1,870 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #868.

Western Wealth Management first reported a position in PKW in Q4 2018 and has held it in 8 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Western Wealth Management held 1,870 shares of Invesco BuyBack Achievers ETF worth $265K as of Q2 2026.
Western Wealth Management bought 22 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $3.02K.
Invesco BuyBack Achievers ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #868 holding.
Western Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q4 2018 and has held it in 8 quarters since.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.