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

Avantax 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 Q2	$819K	Buy	6,623 +1,459	+28%	+$167K	﹤0.01%	1287
2025 Q1	$582K	Buy	5,164 +8	+0.2%	+$932	﹤0.01%	1412
2024 Q4	$594K	Buy	5,156 +6	+0.1%	+$710	﹤0.01%	1342
2024 Q3	$590K	Buy	5,150 +6	+0.1%	+$650	﹤0.01%	1306
2024 Q2	$534K	Sell	5,144 -153	-3%	-$15.9K	﹤0.01%	1325
2024 Q1	$573K	Buy	5,297 +509	+11%	+$51.7K	0.01%	972
2023 Q4	$474K	Sell	4,788 -1,753	-27%	-$160K	﹤0.01%	1019
2023 Q3	$589K	Buy	6,541 +1,548	+31%	+$142K	0.01%	879
2023 Q2	$447K	Buy	4,993 +809	+19%	+$69K	0.01%	989
2023 Q1	$356K	Sell	4,184 -881	-17%	-$77.1K	﹤0.01%	1063
2022 Q4	$433K	Buy	5,065 +855	+20%	+$72.1K	0.01%	930
2022 Q3	$312K	Sell	4,210 -986	-19%	-$80.3K	﹤0.01%	986
2022 Q2	$403K	Sell	5,196 -91	-2%	-$7.71K	0.01%	876
2022 Q1	$479K	Buy	5,287 +589	+13%	+$54.1K	0.01%	803
2021 Q4	$454K	Sell	4,698 -96	-2%	-$9.11K	0.01%	797
2021 Q3	$434K	Sell	4,794 -1,961	-29%	-$180K	0.01%	766
2021 Q2	$611K	Buy	6,755 +837	+14%	+$74.4K	0.01%	624
2021 Q1	$497K	Buy	5,918 +1,606	+37%	+$127K	0.01%	622
2020 Q4	$313K	Sell	4,312 -13,859	-76%	-$922K	0.01%	704
2020 Q3	$1.09M	Buy	18,171 +14,454	+389%	+$873K	0.02%	516
2020 Q2	$212K	Buy	+3,717	New	+$203K	0.01%	768
2020 Q1	–	Sell	-6,024	Closed	-$415K	–	868
2019 Q4	$415K	Buy	6,024 +109	+2%	+$7.18K	0.01%	530
2019 Q3	$370K	Sell	5,915 -656	-10%	-$40.9K	0.02%	382
2019 Q2	$411K	Sell	6,571 -2,843	-30%	-$175K	0.02%	327
2019 Q1	$561K	Sell	9,414 -2,257	-19%	-$130K	0.03%	257
2018 Q4	$607K	Buy	+11,671	New	+$667K	0.1%	194

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

CAG

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Avantax Advisory Services's PKW Position: Q2 2025 in Review

Avantax Advisory Services increased its Invesco BuyBack Achievers ETF (PKW) stake by 28% in Q2 2025, buying an estimated $167K and bringing the position to 6,623 shares worth $819K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

Avantax Advisory Services first reported a position in PKW in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.09M in Q3 2020. 231 funds tracked by Wall St. Rank hold PKW as of Q2 2025.

Avantax Advisory Services held 6,623 shares of Invesco BuyBack Achievers ETF worth $819K as of Q2 2025.
Avantax Advisory Services bought 1,459 Invesco BuyBack Achievers ETF shares in Q2 2025, an estimated $167K.
Invesco BuyBack Achievers ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1287 holding.
Avantax Advisory Services first reported a position in Invesco BuyBack Achievers ETF in Q4 2018 and has held it in 26 quarters since.
Avantax Advisory Services's Invesco BuyBack Achievers ETF position peaked at $1.09M in Q3 2020.
231 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.