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Financial Security Advisor’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Financial Security Advisor’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
Q1 		– Sell
-2,112
Closed -$243K – 129
2024
Q4 		$243K Buy
2,112
+4
+0.2% +$474 0.06% 99
2024
Q3 		$241K Buy
2,108
+4
+0.2% +$433 0.06% 99
2024
Q2 		$219K Buy
2,104
+5
+0.2% +$520 0.07% 100
2024
Q1 		$227K Buy
2,099
+7
+0.3% +$711 0.08% 97
2023
Q4 		$207K Buy
+2,092
New +$191K 0.08% 94

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $515M AUM 19.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Financial Security Advisor's PKW Position: Q1 2025 in Review

Financial Security Advisor sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2025, closing a stake of 2,112 shares — an estimated $243K sold.

Financial Security Advisor first reported a position in PKW in Q4 2023 and held it in 5 quarters. The position peaked at $243K in Q4 2024. 214 funds tracked by Wall St. Rank hold PKW as of Q1 2025.

  • Financial Security Advisor reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Security Advisor sold 2,112 Invesco BuyBack Achievers ETF shares in Q1 2025, an estimated $243K.
  • Financial Security Advisor first reported a position in Invesco BuyBack Achievers ETF in Q4 2023 and held it in 5 quarters.
  • Financial Security Advisor's Invesco BuyBack Achievers ETF position peaked at $243K in Q4 2024.
  • 214 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2025.

Based on Financial Security Advisor's 13F filing for Q1 2025, filed 1 May 2025.