Ergawealth Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Ergawealth Advisors’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 Q3	–	Sell	-4,003	Closed	-$495K	–	75
2025 Q2	$495K	Buy	4,003 +411	+11%	+$47K	0.22%	45
2025 Q1	$405K	Buy	3,592 +16	+0.4%	+$1.86K	0.2%	44
2024 Q4	$412K	Buy	3,576 +228	+7%	+$27K	0.2%	46
2024 Q3	$383K	Buy	3,348 +61	+2%	+$6.6K	0.19%	46
2024 Q2	$342K	Buy	3,287 +392	+14%	+$40.8K	0.19%	47
2024 Q1	$313K	Buy	2,895 +40	+1%	+$4.06K	0.17%	48
2023 Q4	$283K	Buy	+2,855	New	+$261K	0.17%	44

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $160M AUM 20.52% 1-Year Est. Return

CAG

Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ergawealth Advisors's PKW Position: Q3 2025 in Review

Ergawealth Advisors sold out of Invesco BuyBack Achievers ETF (PKW) in Q3 2025, closing a stake of 4,003 shares — an estimated $495K sold.

Ergawealth Advisors first reported a position in PKW in Q4 2023 and held it in 7 quarters. The position peaked at $495K in Q2 2025. 243 funds tracked by Wall St. Rank hold PKW as of Q3 2025.

Ergawealth Advisors reported no remaining Invesco BuyBack Achievers ETF position as of Q3 2025 after selling out during the quarter.
Ergawealth Advisors sold 4,003 Invesco BuyBack Achievers ETF shares in Q3 2025, an estimated $495K.
Ergawealth Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2023 and held it in 7 quarters.
Ergawealth Advisors's Invesco BuyBack Achievers ETF position peaked at $495K in Q2 2025.
243 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2025.

Based on Ergawealth Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.