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Fortitude Financial’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Fortitude Financial’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
-25,272
Closed -$3.05M – 53
2025
Q3 		$3.05M Sell
25,272
-4,617
-15% -$593K 2.51% 9
2025
Q2 		$3.27M Buy
+29,889
New +$3.42M 2.9% 9

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 $377B AUM 19.32% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 1-Year Est. Return
Mariner
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

Fortitude Financial's PKW Position: Q4 2025 in Review

Fortitude Financial sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2025, closing a stake of 25,272 shares — an estimated $3.05M sold.

Fortitude Financial first reported a position in PKW in Q2 2025 and held it in 2 quarters. The position peaked at $3.27M in Q2 2025. 246 funds tracked by Wall St. Rank hold PKW as of Q4 2025.

  • Fortitude Financial reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2025 after selling out during the quarter.
  • Fortitude Financial sold 25,272 Invesco BuyBack Achievers ETF shares in Q4 2025, an estimated $3.05M.
  • Fortitude Financial first reported a position in Invesco BuyBack Achievers ETF in Q2 2025 and held it in 2 quarters.
  • Fortitude Financial's Invesco BuyBack Achievers ETF position peaked at $3.27M in Q2 2025.
  • 246 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2025.

Based on Fortitude Financial's 13F filing for Q4 2025, filed 27 Jan 2026.