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Dale Q Rice Investment Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Dale Q Rice Investment 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
-3,028
Closed -$341K – 83
2025
Q1 		$341K Buy
+3,028
New +$353K 0.18% 64

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 $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Dale Q Rice Investment Management's PKW Position: Q2 2025 in Review

Dale Q Rice Investment Management sold out of Invesco BuyBack Achievers ETF (PKW) in Q2 2025, closing a stake of 3,028 shares — an estimated $341K sold.

Dale Q Rice Investment Management first reported a position in PKW in Q1 2025 and held it in 1 quarter. The position peaked at $341K in Q1 2025. 231 funds tracked by Wall St. Rank hold PKW as of Q2 2025.

  • Dale Q Rice Investment Management reported no remaining Invesco BuyBack Achievers ETF position as of Q2 2025 after selling out during the quarter.
  • Dale Q Rice Investment Management sold 3,028 Invesco BuyBack Achievers ETF shares in Q2 2025, an estimated $341K.
  • Dale Q Rice Investment Management first reported a position in Invesco BuyBack Achievers ETF in Q1 2025 and held it in 1 quarter.
  • Dale Q Rice Investment Management's Invesco BuyBack Achievers ETF position peaked at $341K in Q1 2025.
  • 231 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2025.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.