AF
PKW icon

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

Advisornet 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
2026
Q1 		$4.86K Hold
37
– – ﹤0.01% 1738
2025
Q4 		$4.97K Hold
37
– – ﹤0.01% 1728
2025
Q3 		$4.9K Hold
37
– – ﹤0.01% 1699
2025
Q2 		$4.57K Hold
37
– – ﹤0.01% 1689
2025
Q1 		$4.17K Hold
37
– – ﹤0.01% 1643
2024
Q4 		$4.26K Hold
37
– – ﹤0.01% 1497
2024
Q3 		$4.24K Hold
37
– – ﹤0.01% 1611
2024
Q2 		$3.84K Hold
37
– – ﹤0.01% 1511
2024
Q1 		$4K Buy
+37
New +$3.76K ﹤0.01% 1484
2021
Q3 		– Sell
-2,848
Closed -$262K – 1976
2021
Q2 		$257K Buy
2,848
+408
+17% +$36.3K 0.02% 532
2021
Q1 		$205K Buy
2,440
+1,391
+133% +$110K 0.01% 557
2020
Q4 		$77K Buy
+1,049
New +$69.8K 0.01% 763

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return