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CFD
Creative Financial Designs’s
Invesco BuyBack Achievers ETF
PKW
Stock Holding History
Creative Financial Designs’s Portfolio
PKW Stock Details
PKW Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$46K
Sell
351
-113
-24%
-$15.3K
﹤0.01%
922
2025
Q4
$62.3K
Sell
464
-11
-2%
-$1.45K
﹤0.01%
787
2025
Q3
$63K
Sell
475
-283
-37%
-$36.4K
﹤0.01%
777
2025
Q2
$93.7K
Buy
758
+1
+0.1%
+$114
0.01%
684
2025
Q1
$85.2K
Sell
757
-101
-12%
-$11.8K
0.01%
662
2024
Q4
$98.8K
Sell
858
-107
-11%
-$12.7K
0.01%
606
2024
Q3
$111K
Buy
965
+1
+0.1%
+$108
0.01%
574
2024
Q2
$100K
Buy
964
+1
+0.1%
+$104
0.01%
579
2024
Q1
$104K
Buy
963
+2
+0.2%
+$203
0.01%
561
2023
Q4
$95.2K
Buy
961
+2
+0.2%
+$183
0.01%
546
2023
Q3
$86.3K
Sell
959
-211
-18%
-$19.4K
0.01%
514
2023
Q2
$105K
Sell
1,170
-492
-30%
-$42K
0.01%
480
2023
Q1
$141K
Sell
1,662
-301
-15%
-$26.3K
0.02%
398
2022
Q4
$168K
Buy
1,963
+4
+0.2%
+$337
0.02%
348
2022
Q3
$145K
Sell
1,959
-139
-7%
-$11.3K
0.02%
357
2022
Q2
$163K
Sell
2,098
-413
-16%
-$35K
0.03%
333
2022
Q1
$227K
Buy
2,511
+205
+9%
+$18.8K
0.03%
275
2021
Q4
$223K
Sell
2,306
-59
-2%
-$5.6K
0.03%
293
2021
Q3
$213K
Buy
2,365
+758
+47%
+$69.7K
0.04%
286
2021
Q2
$145K
Buy
1,607
+1,306
+434%
+$116K
0.03%
369
2021
Q1
$25K
Buy
+301
New
+$23.9K
﹤0.01%
729
Other funds holding PKW
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B 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
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Cambridge Investment Research Advisors
Fairfield, Iowa
$38.8B AUM
21.88%
1-Year Est. Return
CAG
Curtis Advisory Group
Santa Barbara, California
$464M AUM
19.09%
1-Year Est. Return
Mariner
Overland Park, Kansas
$85.7B AUM
24.21%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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