Elevation Capital Advisory’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Elevation Capital Advisory’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 Q4	–	Sell	-61,388	Closed	-$8.13M	–	80
2025 Q3	$8.13M	Buy	61,388 +47,355	+337%	+$6.08M	3.25%	11
2025 Q2	$1.73M	Buy	14,033 +8,240	+142%	+$942K	0.7%	33
2025 Q1	$653K	Sell	5,793 -70,691	-92%	-$8.23M	0.28%	43
2024 Q4	$8.81M	Buy	76,484 +73,660	+2,608%	+$8.72M	3.77%	8
2024 Q3	$323K	Buy	+2,824	New	+$306K	0.14%	46

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B 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

UBS Group Zurich, Switzerland $666B 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

TWM

Triton Wealth Management Sun City, Arizona $270M AUM 24.97% 1-Year Est. Return

Elevation Capital Advisory's PKW Position: Q4 2025 in Review

Elevation Capital Advisory sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2025, closing a stake of 61,388 shares — an estimated $8.13M sold.

Elevation Capital Advisory first reported a position in PKW in Q3 2024 and held it in 5 quarters. The position peaked at $8.81M in Q4 2024. 246 funds tracked by Wall St. Rank hold PKW as of Q4 2025.

Elevation Capital Advisory reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2025 after selling out during the quarter.
Elevation Capital Advisory sold 61,388 Invesco BuyBack Achievers ETF shares in Q4 2025, an estimated $8.13M.
Elevation Capital Advisory first reported a position in Invesco BuyBack Achievers ETF in Q3 2024 and held it in 5 quarters.
Elevation Capital Advisory's Invesco BuyBack Achievers ETF position peaked at $8.81M in Q4 2024.
246 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2025.

Based on Elevation Capital Advisory's 13F filing for Q4 2025, filed 26 Jan 2026.