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WFA of San Diego’s Invesco BuyBack Achievers ETF PKW Stock Holding History

WFA of San Diego’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
Q1 		$4.2K Hold
32
– – ﹤0.01% 330
2025
Q4 		$4.3K Hold
32
– – ﹤0.01% 343
2025
Q3 		$4.24K Hold
32
– – ﹤0.01% 362
2025
Q2 		$3.96K Buy
+32
New +$3.66K ﹤0.01% 367
2024
Q3 		$3.67K Hold
32
– – ﹤0.01% 328
2024
Q2 		$3.33K Buy
+32
New +$3.33K ﹤0.01% 338
2023
Q3 		$1.8K Hold
20
– – ﹤0.01% 352
2023
Q2 		$1.79K Buy
+20
New +$1.71K ﹤0.01% 344

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $515M AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

WFA of San Diego's PKW Position: Q1 2026 in Review

WFA of San Diego held its Invesco BuyBack Achievers ETF (PKW) position steady in Q1 2026 at 32 shares worth $4.2K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

WFA of San Diego first reported a position in PKW in Q2 2023 and has held it in 8 quarters since. The position peaked at $4.3K in Q4 2025. 251 funds tracked by Wall St. Rank hold PKW as of Q1 2026.

  • WFA of San Diego held 32 shares of Invesco BuyBack Achievers ETF worth $4.2K as of Q1 2026.
  • WFA of San Diego left its Invesco BuyBack Achievers ETF share count unchanged in Q1 2026.
  • Invesco BuyBack Achievers ETF made up ﹤0.01% of WFA of San Diego's portfolio in Q1 2026, its #330 holding.
  • WFA of San Diego first reported a position in Invesco BuyBack Achievers ETF in Q2 2023 and has held it in 8 quarters since.
  • WFA of San Diego's Invesco BuyBack Achievers ETF position peaked at $4.3K in Q4 2025.
  • 251 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.