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 41.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Salesforce Inc | 6.05 | 101M | Technology |
Charles Schwab Corp | 5.13 | 86M | Financial Services |
Wells Fargo & Co | 4.65 | 78M | Financial Services |
Bank of America Corp | 4.60 | 77M | Financial Services |
Citigroup Inc | 4.46 | 74M | Financial Services |
Valero Energy Corp | 3.64 | 61M | Energy |
Marathon Petroleum Corp | 3.62 | 60M | Energy |
Johnson Controls International PLC Registered Shares | 3.23 | 54M | Industrials |
Adobe Inc | 3.07 | 51M | Technology |
The Travelers Companies Inc | 2.56 | 43M | Financial Services |