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Invesco Buyback Achievers Etf equities shares owned by Holistic Planning

Quarter-by-quarter ownership of Invesco Buyback Achievers Etf equities (PKW) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Invesco Buyback Achievers Etf equities

Tip: Access up to 7 years of quarterly data

All positions including Invesco Buyback Achievers Etf equities held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Buyback Achievers Etf equities by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 9.8k 134.33
2025-09-30 $1.3M 10k 132.48
2025-06-30 $1.3M 11k 123.60
2025-03-31 $1.2M 10k 112.67

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 500 Etf (STRV)
Ea Series Trust Strive Enhanced (BUXX)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Government Money (SGVT)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPYM)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Holistic Planning

Top funds holding Invesco Buyback Achievers Etf equities

LPL Financial
Wells Fargo & Company
Raymond James Financial
UBS Group
Cambridge Investment Research Advisors
Curtis Advisory Group
Mariner Wealth Advisors
Pacific Wealth Strategies Group
Koshinski Asset Management
Northwestern Mutual Wealth Management Company
Sovran Advisors
Resonant Capital Advisors
Legacy Capital Wealth Partners
Commonwealth Equity Services
Cetera Investment Advisers

View all funds holding Invesco Buyback Achievers Etf equities