Invesco BuyBack Achievers ETF should focus on stocks with strong fundamentals, but shortcomings in its screening process limit its exposure to high-quality firms and increase risk.
Invesco BuyBack Achievers ETF PKW
Morningstar’s Analysis PKW
Will PKW outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 39.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Salesforce Inc | 6.24 | 107M | Technology |
Wells Fargo & Co | 4.60 | 79M | Financial Services |
Charles Schwab Corp | 4.45 | 77M | Financial Services |
Bank of America Corp | 4.09 | 70M | Financial Services |
Citigroup Inc | 4.03 | 69M | Financial Services |
Marathon Petroleum Corp | 3.88 | 67M | Energy |
Valero Energy Corp | 3.51 | 60M | Energy |
Johnson Controls International PLC Registered Shares | 3.25 | 56M | Industrials |
Adobe Inc | 3.16 | 54M | Technology |
The Travelers Companies Inc | 2.70 | 46M | Financial Services |