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Arkadios Wealth Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Arkadios Wealth Advisors’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
-2,501
Closed -$288K – 1178
2024
Q4 		$288K Buy
2,501
+1
+0% +$118 0.02% 732
2024
Q3 		$286K Buy
2,500
+1
+0% +$108 0.02% 724
2024
Q2 		$260K Buy
2,499
+1
+0% +$104 0.02% 680
2024
Q1 		$270K Buy
2,498
+2
+0.1% +$203 0.02% 568
2023
Q4 		$247K Sell
2,496
-526
-17% -$48.1K 0.02% 588
2023
Q3 		$272K Sell
3,022
-226
-7% -$20.8K 0.03% 522
2023
Q2 		$290K Buy
3,248
+4
+0.1% +$341 0.03% 455
2023
Q1 		$276K Buy
3,244
+7
+0.2% +$612 0.03% 464
2022
Q4 		$277K Buy
3,237
+5
+0.2% +$422 0.04% 431
2022
Q3 		$240K Buy
3,232
+7
+0.2% +$570 0.04% 436
2022
Q2 		$250K Sell
3,225
-350
-10% -$29.7K 0.04% 441
2022
Q1 		$323K Buy
3,575
+2
+0.1% +$184 0.04% 411
2021
Q4 		$345K Buy
3,573
+4
+0.1% +$379 0.05% 409
2021
Q3 		$321K Buy
3,569
+2
+0.1% +$184 0.05% 391
2021
Q2 		$321K Buy
3,567
+361
+11% +$32.1K 0.04% 437
2021
Q1 		$269K Buy
3,206
+5
+0.2% +$397 0.04% 360
2020
Q4 		$234K Buy
3,201
+6
+0.2% +$399 0.05% 304
2020
Q3 		$200K Buy
3,195
+7
+0.2% +$423 0.1% 179
2020
Q2 		$186K Sell
3,188
-1,696
-35% -$92.4K 0.1% 160
2020
Q1 		$237K Buy
4,884
+20
+0.4% +$1.24K 0.15% 136
2019
Q4 		$338K Buy
+4,864
New +$320K 0.2% 110

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 $464M AUM 19.09% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Arkadios Wealth Advisors's PKW Position: Q1 2025 in Review

Arkadios Wealth Advisors sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2025, closing a stake of 2,501 shares — an estimated $288K sold.

Arkadios Wealth Advisors first reported a position in PKW in Q4 2019 and held it in 21 quarters. The position peaked at $345K in Q4 2021. 214 funds tracked by Wall St. Rank hold PKW as of Q1 2025.

  • Arkadios Wealth Advisors reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 2,501 Invesco BuyBack Achievers ETF shares in Q1 2025, an estimated $288K.
  • Arkadios Wealth Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2019 and held it in 21 quarters.
  • Arkadios Wealth Advisors's Invesco BuyBack Achievers ETF position peaked at $345K in Q4 2021.
  • 214 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.