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Financial Advocates Investment Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Financial Advocates 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
Q3 		– Sell
-2,790
Closed -$345K – 434
2025
Q2 		$345K Sell
2,790
-500
-15% -$57.1K 0.03% 465
2025
Q1 		$371K Hold
3,290
– – 0.03% 501
2024
Q4 		$379K Sell
3,290
-709
-18% -$83.9K 0.02% 539
2024
Q3 		$458K Hold
3,999
– – 0.03% 480
2024
Q2 		$416K Sell
3,999
-3,487
-47% -$363K 0.03% 478
2024
Q1 		$810K Hold
7,486
– – 0.05% 349
2023
Q4 		$741K Hold
7,486
– – 0.05% 348
2023
Q3 		$674K Sell
7,486
-54
-0.7% -$4.97K 0.05% 349
2023
Q2 		$674K Hold
7,540
– – 0.05% 340
2023
Q1 		$641K Sell
7,540
-290
-4% -$25.4K 0.05% 375
2022
Q4 		$670K Buy
7,830
+290
+4% +$24.5K 0.05% 379
2022
Q3 		$560K Sell
7,540
-309
-4% -$25.2K 0.05% 385
2022
Q2 		$608K Hold
7,849
– – 0.05% 361
2022
Q1 		$710K Hold
7,849
– – 0.05% 367
2021
Q4 		$757K Sell
7,849
-2,093
-21% -$199K 0.05% 391
2021
Q3 		$896K Sell
9,942
-200
-2% -$18.4K 0.06% 333
2021
Q2 		$915K Sell
10,142
-700
-6% -$62.2K 0.06% 336
2021
Q1 		$913K Sell
10,842
-450
-4% -$35.7K 0.06% 339
2020
Q4 		$828K Sell
11,292
-2,900
-20% -$193K 0.06% 337
2020
Q3 		$854K Hold
14,192
– – 0.07% 275
2020
Q2 		$815K Hold
14,192
– – 0.08% 274
2020
Q1 		$688K Sell
14,192
-112
-0.8% -$6.95K 0.1% 226
2019
Q4 		$987K Sell
14,304
-113
-0.8% -$7.44K 0.11% 215
2019
Q3 		$902K Hold
14,417
– – 0.1% 202
2019
Q2 		$903K Sell
14,417
-280
-2% -$17.3K 0.1% 199
2019
Q1 		$876K Sell
14,697
-769
-5% -$44.4K 0.11% 197
2018
Q4 		$807K Sell
15,466
-511
-3% -$29.2K 0.11% 195
2018
Q3 		$974K Buy
15,977
+280
+2% +$16.7K 0.11% 192
2018
Q2 		$895K Hold
15,697
– – 0.11% 194
2018
Q1 		$894K Hold
15,697
– – 0.12% 184
2017
Q4 		$926K Buy
+15,697
New +$893K 0.13% 171

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

Financial Advocates Investment Management's PKW Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Invesco BuyBack Achievers ETF (PKW) in Q3 2025, closing a stake of 2,790 shares — an estimated $345K sold.

Financial Advocates Investment Management first reported a position in PKW in Q4 2017 and held it in 31 quarters. The position peaked at $987K in Q4 2019. 243 funds tracked by Wall St. Rank hold PKW as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Invesco BuyBack Achievers ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,790 Invesco BuyBack Achievers ETF shares in Q3 2025, an estimated $345K.
  • Financial Advocates Investment Management first reported a position in Invesco BuyBack Achievers ETF in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's Invesco BuyBack Achievers ETF position peaked at $987K in Q4 2019.
  • 243 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.