Foundations Investment Advisors
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Foundations Investment Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Foundations Investment 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
-3,232
Closed -$399K – 1078
2025
Q2 		$399K Buy
+3,232
New +$369K 0.01% 645

Other funds holding PKW

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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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
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
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

Foundations Investment Advisors's PKW Position: Q3 2025 in Review

Foundations Investment Advisors sold out of Invesco BuyBack Achievers ETF (PKW) in Q3 2025, closing a stake of 3,232 shares — an estimated $399K sold.

Foundations Investment Advisors first reported a position in PKW in Q2 2025 and held it in 1 quarter. The position peaked at $399K in Q2 2025. 243 funds tracked by Wall St. Rank hold PKW as of Q3 2025.

  • Foundations Investment Advisors reported no remaining Invesco BuyBack Achievers ETF position as of Q3 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 3,232 Invesco BuyBack Achievers ETF shares in Q3 2025, an estimated $399K.
  • Foundations Investment Advisors first reported a position in Invesco BuyBack Achievers ETF in Q2 2025 and held it in 1 quarter.
  • Foundations Investment Advisors's Invesco BuyBack Achievers ETF position peaked at $399K in Q2 2025.
  • 243 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2025.

Based on Foundations Investment Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.