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Coppell Advisory Solutions’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Coppell Advisory Solutions’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
-1,400
Closed -$161K – 1448
2024
Q4 		$161K Buy
1,400
+474
+51% +$56.1K 0.02% 318
2024
Q3 		$106K Sell
926
-206
-18% -$22.3K 0.02% 387
2024
Q2 		$118K Buy
+1,132
New +$118K 0.02% 347
2023
Q4 		$245K Buy
2,470
+2,431
+6,233% +$222K 0.05% 235
2023
Q3 		$3.34K Hold
39
– – ﹤0.01% 790
2023
Q2 		$3.47K Buy
+39
New +$3.33K ﹤0.01% 932
2023
Q1 		– Sell
-39
Closed -$3.34K – 824
2022
Q4 		$3.34K Buy
+39
New +$3.29K ﹤0.01% 792

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

Coppell Advisory Solutions's PKW Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2025, closing a stake of 1,400 shares — an estimated $161K sold.

Coppell Advisory Solutions first reported a position in PKW in Q4 2022 and held it in 7 quarters. The position peaked at $245K in Q4 2023. 214 funds tracked by Wall St. Rank hold PKW as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,400 Invesco BuyBack Achievers ETF shares in Q1 2025, an estimated $161K.
  • Coppell Advisory Solutions first reported a position in Invesco BuyBack Achievers ETF in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Invesco BuyBack Achievers ETF position peaked at $245K in Q4 2023.
  • 214 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.