1858 Wealth Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

1858 Wealth Management’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
2025 Q3	$304K	Hold	2,295	–	–	0.21%	73
2025 Q2	$284K	Hold	2,295	–	–	0.21%	84
2025 Q1	$259K	Hold	2,295	–	–	0.22%	92
2024 Q4	$264K	Hold	2,295	–	–	0.21%	99
2024 Q3	$263K	Hold	2,295	–	–	0.22%	91
2024 Q2	$238K	Hold	2,295	–	–	0.2%	98
2024 Q1	$227K	Hold	2,295	–	–	0.22%	104
2023 Q4	$227K	Buy	+2,295	New	+$210K	0.22%	104

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

CAG

Curtis Advisory Group Santa Barbara, California $515M AUM 19.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

1858 Wealth Management's PKW Position: Q3 2025 in Review

1858 Wealth Management held its Invesco BuyBack Achievers ETF (PKW) position steady in Q3 2025 at 2,295 shares worth $304K. The position accounts for 0.21% of the portfolio, ranked #73.

1858 Wealth Management first reported a position in PKW in Q4 2023 and has held it in 8 quarters since. 243 funds tracked by Wall St. Rank hold PKW as of Q3 2025.

1858 Wealth Management held 2,295 shares of Invesco BuyBack Achievers ETF worth $304K as of Q3 2025.
1858 Wealth Management left its Invesco BuyBack Achievers ETF share count unchanged in Q3 2025.
Invesco BuyBack Achievers ETF made up 0.21% of 1858 Wealth Management's portfolio in Q3 2025, its #73 holding.
1858 Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q4 2023 and has held it in 8 quarters since.
243 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.