HBW
PKW icon

Hazlett, Burt & Watson’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Hazlett, Burt & Watson’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
2026
Q1 		$1.11M Buy
8,429
+300
+4% +$40.7K 0.35% 76
2025
Q4 		$1.09M Buy
8,129
+51
+0.6% +$6.73K 0.35% 69
2025
Q3 		$1.07M Buy
8,078
+1,801
+29% +$231K 0.38% 61
2025
Q2 		$773K Buy
6,277
+6,030
+2,441% +$689K 0.32% 73
2025
Q1 		$28K Buy
247
+85
+52% +$9.9K 0.01% 448
2024
Q4 		$18K Sell
162
-108
-40% -$12.8K 0.01% 479
2024
Q3 		$31K Sell
270
-10
-4% -$1.08K 0.01% 415
2024
Q2 		$28K Buy
280
+9
+3% +$937 0.01% 407
2024
Q1 		$29K Buy
+271
New +$27.5K 0.02% 393
2023
Q1 		– Sell
-115
Closed -$10K – 673
2022
Q4 		$10K Hold
115
– – 0.01% 458
2022
Q3 		$9K Buy
+115
New +$9.36K 0.01% 466

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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 $38.8B AUM 21.88% 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