Creekmur Asset Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Creekmur Asset 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
2025 Q2	–	Sell	-19	Closed	-$2.09K	–	872
2025 Q1	$2.09K	Hold	19	–	–	﹤0.01%	600
2024 Q4	$2.13K	Buy	19 +1	+6%	+$118	﹤0.01%	585
2024 Q3	$2.12K	Hold	18	–	–	﹤0.01%	638
2024 Q2	$1.92K	Hold	18	–	–	﹤0.01%	718
2024 Q1	$1.99K	Hold	18	–	–	﹤0.01%	665
2023 Q4	$1.82K	Buy	+18	New	+$1.65K	﹤0.01%	694

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $44.6B AUM 28.94% 1-Year Est. Return

Creekmur Asset Management's PKW Position: Q2 2025 in Review

Creekmur Asset Management sold out of Invesco BuyBack Achievers ETF (PKW) in Q2 2025, closing a stake of 19 shares — an estimated $2.09K sold.

Creekmur Asset Management first reported a position in PKW in Q4 2023 and held it in 6 quarters. The position peaked at $2.13K in Q4 2024. 231 funds tracked by Wall St. Rank hold PKW as of Q2 2025.

Creekmur Asset Management reported no remaining Invesco BuyBack Achievers ETF position as of Q2 2025 after selling out during the quarter.
Creekmur Asset Management sold 19 Invesco BuyBack Achievers ETF shares in Q2 2025, an estimated $2.09K.
Creekmur Asset Management first reported a position in Invesco BuyBack Achievers ETF in Q4 2023 and held it in 6 quarters.
Creekmur Asset Management's Invesco BuyBack Achievers ETF position peaked at $2.13K in Q4 2024.
231 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2025.

Based on Creekmur Asset Management's 13F filing for Q2 2025, filed 4 Aug 2025.