Dynamic Advisor Solutions’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Dynamic Advisor 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
2026 Q2	$203K	Buy	+1,434	New	+$197K	0.01%	1006
2026 Q1	–	Sell	-1,690	Closed	-$227K	–	989
2025 Q4	$227K	Buy	1,690 +1	+0.1%	+$132	0.01%	867
2025 Q3	$224K	Buy	1,689 +1	+0.1%	+$128	0.01%	866
2025 Q2	$209K	Buy	+1,688	New	+$193K	0.01%	845
2025 Q1	–	Sell	-1,769	Closed	-$204K	–	876
2024 Q4	$204K	Buy	1,769 +1	+0.1%	+$118	0.01%	617
2024 Q3	$203K	Buy	+1,768	New	+$191K	0.01%	884
2024 Q2	–	Sell	-1,917	Closed	-$208K	–	985
2024 Q1	$208K	Buy	+1,917	New	+$195K	0.01%	856
2020 Q1	–	Sell	-5,000	Closed	-$345K	–	567
2019 Q4	$345K	Buy	+5,000	New	+$329K	0.05%	381
2014 Q3	–	Sell	-20,654	Closed	-$926K	–	212
2014 Q2	$926K	Hold	20,654	–	–	0.56%	48
2014 Q1	$899K	Buy	20,654 +654	+3%	+$27.8K	0.61%	50
2013 Q4	$862K	Buy	+20,000	New	+$820K	0.64%	45

Other funds holding PKW

Wealth Enhancement Advisory Services

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Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

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 $343M 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