Win Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Win Advisors’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	–	Sell	-12,011	Closed	-$1.58M	–	105
2026 Q1	$1.58M	Buy	+12,011	New	+$1.63M	0.72%	32
2025 Q4	–	Sell	-34,512	Closed	-$4.57M	–	93
2025 Q3	$4.57M	Buy	+34,512	New	+$4.43M	2.23%	12

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

Win Advisors's PKW Position: Q2 2026 in Review

Win Advisors sold out of Invesco BuyBack Achievers ETF (PKW) in Q2 2026, closing a stake of 12,011 shares — an estimated $1.58M sold.

Win Advisors first reported a position in PKW in Q3 2025 and held it in 2 quarters. The position peaked at $4.57M in Q3 2025. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

Win Advisors reported no remaining Invesco BuyBack Achievers ETF position as of Q2 2026 after selling out during the quarter.
Win Advisors sold 12,011 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $1.58M.
Win Advisors first reported a position in Invesco BuyBack Achievers ETF in Q3 2025 and held it in 2 quarters.
Win Advisors's Invesco BuyBack Achievers ETF position peaked at $4.57M in Q3 2025.
252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.