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

Apollon 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
2024
Q4 		– Sell
-1,808
Closed -$207K – 189
2024
Q3 		$207K Sell
1,808
-177
-9% -$19.2K 0.06% 161
2024
Q2 		$206K Buy
1,985
+3
+0.2% +$312 0.07% 139
2024
Q1 		$215K Buy
+1,982
New +$201K 0.07% 142

Other funds holding PKW

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Apollon Financial's PKW Position: Q4 2024 in Review

Apollon Financial sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2024, closing a stake of 1,808 shares — an estimated $207K sold.

Apollon Financial first reported a position in PKW in Q1 2024 and held it in 3 quarters. The position peaked at $215K in Q1 2024. 226 funds tracked by Wall St. Rank hold PKW as of Q4 2024.

  • Apollon Financial reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2024 after selling out during the quarter.
  • Apollon Financial sold 1,808 Invesco BuyBack Achievers ETF shares in Q4 2024, an estimated $207K.
  • Apollon Financial first reported a position in Invesco BuyBack Achievers ETF in Q1 2024 and held it in 3 quarters.
  • Apollon Financial's Invesco BuyBack Achievers ETF position peaked at $215K in Q1 2024.
  • 226 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2024.

Based on Apollon Financial's 13F filing for Q4 2024, filed 28 Jan 2025.