Ameritas Advisory Services’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Ameritas Advisory Services’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 Q4	–	Sell	-578	Closed	-$76.6K	–	1795
2025 Q3	$76.6K	Sell	578 -355	-38%	-$45.6K	0.01%	929
2025 Q2	$115K	Buy	+933	New	+$107K	0.01%	930
2023 Q2	–	Sell	-558	Closed	-$47.5K	–	2007
2023 Q1	$47.5K	Buy	+558	New	+$48.8K	﹤0.01%	1274

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

CAG

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

TWM

Triton Wealth Management Sun City, Arizona $326M AUM 31.51% 1-Year Est. Return

Ameritas Advisory Services's PKW Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2025, closing a stake of 578 shares — an estimated $76.6K sold.

Ameritas Advisory Services first reported a position in PKW in Q1 2023 and held it in 3 quarters. The position peaked at $115K in Q2 2025. 247 funds tracked by Wall St. Rank hold PKW as of Q4 2025.

Ameritas Advisory Services reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 578 Invesco BuyBack Achievers ETF shares in Q4 2025, an estimated $76.6K.
Ameritas Advisory Services first reported a position in Invesco BuyBack Achievers ETF in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's Invesco BuyBack Achievers ETF position peaked at $115K in Q2 2025.
247 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.