BigSur Wealth Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

BigSur Wealth Management’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 Q2	–	Sell	-4,900	Closed	-$643K	–	175
2026 Q1	$643K	Hold	4,900	–	–	0.18%	107
2025 Q4	$658K	Hold	4,900	–	–	0.16%	107
2025 Q3	$649K	Hold	4,900	–	–	0.16%	107
2025 Q2	$606K	Hold	4,900	–	–	0.15%	109
2025 Q1	$552K	Hold	4,900	–	–	0.15%	113
2024 Q4	$564K	Hold	4,900	–	–	0.16%	111
2024 Q3	$561K	Hold	4,900	–	–	0.15%	111
2024 Q2	$509K	Hold	4,900	–	–	0.16%	110
2024 Q1	$530K	Buy	+4,900	New	+$498K	0.17%	106
2023 Q2	–	Sell	-7,000	Closed	-$595K	–	130
2023 Q1	$595K	Buy	+7,000	New	+$612K	0.28%	78

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NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Banque de Luxembourg Luxembourg $212M AUM 19.72% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return