William Blair & Company
PKW icon

William Blair & Company’s Invesco BuyBack Achievers ETF PKW Stock Holding History

William Blair & Company’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 		$2.23K Hold
17
– – ﹤0.01% 1890
2025
Q4 		$2.28K Sell
17
-660
-97% -$87.1K ﹤0.01% 1829
2025
Q3 		$89.7K Hold
677
– – ﹤0.01% 1570
2025
Q2 		$83.7K Sell
677
-200
-23% -$22.9K ﹤0.01% 1539
2025
Q1 		$98.8K Hold
877
– – ﹤0.01% 1498
2024
Q4 		$101K Buy
877
+217
+33% +$25.7K ﹤0.01% 1526
2024
Q3 		$75.6K Hold
660
– – ﹤0.01% 1575
2024
Q2 		$68.6K Hold
660
– – ﹤0.01% 1560
2024
Q1 		$71.4K Hold
660
– – ﹤0.01% 1556
2023
Q4 		$65.4K Hold
660
– – ﹤0.01% 1562
2023
Q3 		$59.4K Hold
660
– – ﹤0.01% 1567
2023
Q2 		$59K Buy
660
+225
+52% +$19.2K ﹤0.01% 1572
2023
Q1 		$37K Hold
435
– – ﹤0.01% 1613
2022
Q4 		$37.2K Hold
435
– – ﹤0.01% 1606
2022
Q3 		$32K Hold
435
– – ﹤0.01% 1649
2022
Q2 		$34K Buy
+435
New +$36.9K ﹤0.01% 1674
2021
Q3 		– Sell
-164
Closed -$15K – 1928
2021
Q2 		$15K Buy
164
+56
+52% +$4.98K ﹤0.01% 1791
2021
Q1 		$9K Buy
+108
New +$8.56K ﹤0.01% 1794

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 $38.8B AUM 21.88% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return