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Hershey Financial Advisers’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Hershey Financial Advisers’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
-13,206
Closed -$1.75M – 98
2025
Q3 		$1.75M Buy
+13,206
New +$1.7M 1.5% 25
2024
Q4 		$1.6M Buy
+13,879
New +$1.64M 1.41% 31
2024
Q2 		$1.56K Buy
+15
New +$1.56K ﹤0.01% 142

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $515M AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
TWM
Triton Wealth Management Sun City, Arizona $326M AUM 31.51% 1-Year Est. Return

Hershey Financial Advisers's PKW Position: Q4 2025 in Review

Hershey Financial Advisers sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2025, closing a stake of 13,206 shares — an estimated $1.75M sold.

Hershey Financial Advisers first reported a position in PKW in Q2 2024 and held it in 3 quarters. The position peaked at $1.75M in Q3 2025. 247 funds tracked by Wall St. Rank hold PKW as of Q4 2025.

  • Hershey Financial Advisers reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2025 after selling out during the quarter.
  • Hershey Financial Advisers sold 13,206 Invesco BuyBack Achievers ETF shares in Q4 2025, an estimated $1.75M.
  • Hershey Financial Advisers first reported a position in Invesco BuyBack Achievers ETF in Q2 2024 and held it in 3 quarters.
  • Hershey Financial Advisers's Invesco BuyBack Achievers ETF position peaked at $1.75M in Q3 2025.
  • 247 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2025.

Based on Hershey Financial Advisers's 13F filing for Q4 2025, filed 18 Feb 2026.