3F
PKW icon

360 Financial’s Invesco BuyBack Achievers ETF PKW Stock Holding History

360 Financial’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
Q1 		– Sell
-1,976
Closed -$228K – 86
2024
Q4 		$228K Sell
1,976
-407
-17% -$48.2K 0.08% 71
2024
Q3 		$273K Sell
2,383
-225
-9% -$24.4K 0.1% 69
2024
Q2 		$271K Hold
2,608
– – 0.1% 71
2024
Q1 		$282K Sell
2,608
-117
-4% -$11.9K 0.11% 70
2023
Q4 		$270K Buy
+2,725
New +$249K 0.12% 68
2023
Q3 		– Sell
-2,884
Closed -$258K – 80
2023
Q2 		$258K Sell
2,884
-69
-2% -$5.89K 0.13% 73
2023
Q1 		$251K Buy
2,953
+2
+0.1% +$175 0.13% 74
2022
Q4 		$219K Hold
2,951
– – 0.14% 71
2022
Q3 		$219K Buy
+2,951
New +$240K 0.14% 69
2022
Q2 		– Sell
-2,950
Closed -$267K – 95
2022
Q1 		$267K Sell
2,950
-74
-2% -$6.79K 0.13% 73
2021
Q4 		$292K Hold
3,024
– – 0.13% 71
2021
Q3 		$273K Buy
+3,024
New +$278K 0.14% 72
2021
Q2 		– Sell
-3,023
Closed -$255K – 93
2021
Q1 		$255K Buy
3,023
+1
+0% +$79 0.14% 68
2020
Q4 		$222K Buy
+3,022
New +$201K 0.13% 74
2020
Q1 		– Sell
-3,335
Closed -$230K – 65
2019
Q4 		$230K Buy
+3,335
New +$220K 0.17% 58

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $515M AUM 19.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

360 Financial's PKW Position: Q1 2025 in Review

360 Financial sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2025, closing a stake of 1,976 shares — an estimated $228K sold.

360 Financial first reported a position in PKW in Q4 2019 and held it in 15 quarters. The position peaked at $292K in Q4 2021. 214 funds tracked by Wall St. Rank hold PKW as of Q1 2025.

  • 360 Financial reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2025 after selling out during the quarter.
  • 360 Financial sold 1,976 Invesco BuyBack Achievers ETF shares in Q1 2025, an estimated $228K.
  • 360 Financial first reported a position in Invesco BuyBack Achievers ETF in Q4 2019 and held it in 15 quarters.
  • 360 Financial's Invesco BuyBack Achievers ETF position peaked at $292K in Q4 2021.
  • 214 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2025.

Based on 360 Financial's 13F filing for Q1 2025, filed 8 May 2025.