Buyback Achievers Invesco ETF PKW

Goldman: Earnings growth has been exceptional in 2026, boosted by AI investment and higher energy prices. We expect this growth to decelerate in 2027, but to remain supportive of equities. Historically, markets can rally for years past peak earnings growth, though they do become more idiosyncratic. As the AI cycle continues, we would expect focus to be on value capture, quality revenues, and balance sheet strength. $SPY $VT $QQQ $PKW

Buyback Blackout window closing rapidly & won't reopen until Nov 1 Over the past decade, aggressive share buybacks outpaced new issuance, driving a steady "de-equitisation" of US markets that added +0.7% annually to equity returns from 2015 to 2025 However, this tailwind is reaching a near-term inflection point. A surging wave of AI IPOs, fresh equity offerings from established tech names, temporary buyback pullbacks by hyperscalers funding heavy CapEx, & insider selling threaten to shift market dynamics from structural share scarcity to an abundance of new supply Note: Hyperscaler FCF conversion & buyback auth levels are projected to recover by FY28 as AI CapEx intensity normalizes. In the interim, semiconductor & AI hardware vendors—the primary beneficiaries of current infrastructure spend—are poised to pick up the baton as key drivers of tech-sector share repurchases $PKW $NVDA $AAPL $JPM $MU

$PKW One thing this index does right: it screens on repurchases that already happened, not on announcements. That matters more than it sounds. An authorization is a ceiling, not a commitment. Companies announce them and then move at their own pace, or never finish at all. Completed is a different fact than authorized. https://techdamentals.com/newsletter/what-a-150-billion-buyback-actually-does?ref=st

$PKW There's an entire ETF built on this. The index only admits companies that retired 5% or more of their shares over the past year. Which raises the obvious question the screen can't answer: did they pay less than the shares were worth? A basket of repurchasers isn't automatically a basket of good repurchasers. That distinction is the whole thing. https://techdamentals.com/newsletter/what-a-150-billion-buyback-actually-does?ref=st

5 Best U.S. Mid Cap Value ETFs to Own Long Term $PKW - Invesco BuyBack Achievers™ ETF $SYLD - Cambria Shareholder Yield ETF $RWK - Invesco S&P MidCap 400 Revenue ETF $RFV - Invesco S&P MidCap 400® Pure Value ETF $IWS - iShares Russell Mid-Cap Value ETF https://x.com/MicahMcDonald8/status/2068803929018958268?s=20

Apollo Reportedly Caps Private Credit Fund Withdrawals; Stock Dives $APO $VTWO $PKW $IWC https://stocktwits.com/news/equity/markets/apollo-reportedly-caps-private-credit-fund-withdrawals/cZ3mA1VRIK4

Why Is Micro-Cap Stock BARK Rallying Today? $BARK $PKW $IWM $SCHA https://stocktwits.com/news/equity/markets/why-is-micro-cap-stock-rallying-today/cZ3mYHWRIKE

$PKW Current Stock Price: $134.73 Contracts to trade: $141.0 PKW Mar 20 2026 Call Entry: $1.40 Exit: $2.42 ROI: 74% Hold ~28 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts