Lane & Associates’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Lane & Associates’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	$507K	Sell	4,500 -134	-3%	-$15.6K	0.27%	63
2024 Q4	$555K	Sell	4,634 -726	-14%	-$86K	0.29%	61
2024 Q3	$614K	Sell	5,360 -568	-10%	-$61.5K	0.33%	59
2024 Q2	$616K	Sell	5,928 -3,733	-39%	-$389K	0.36%	57
2024 Q1	$1.05M	Sell	9,661 -182	-2%	-$18.5K	0.66%	36
2023 Q4	$975K	Sell	9,843 -982	-9%	-$89.7K	0.71%	34
2023 Q3	$974K	Sell	10,825 -1,703	-14%	-$157K	0.78%	32
2023 Q2	$1.12M	Sell	12,528 -1,752	-12%	-$150K	0.89%	30
2023 Q1	$1.21M	Sell	14,280 -4,271	-23%	-$374K	1.08%	23
2022 Q4	$1.59M	Buy	+18,551	New	+$1.56M	1.5%	17

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

CAG

Curtis Advisory Group Santa Barbara, California $515M AUM 19.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lane & Associates's PKW Position: Q1 2025 in Review

Lane & Associates reduced its Invesco BuyBack Achievers ETF (PKW) stake by 2.9% in Q1 2025, selling an estimated $15.6K and leaving 4,500 shares worth $507K. The position accounts for 0.27% of the portfolio, ranked #63.

Lane & Associates first reported a position in PKW in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.59M in Q4 2022. 214 funds tracked by Wall St. Rank hold PKW as of Q1 2025.

Lane & Associates held 4,500 shares of Invesco BuyBack Achievers ETF worth $507K as of Q1 2025.
Lane & Associates sold 134 Invesco BuyBack Achievers ETF shares in Q1 2025, an estimated $15.6K.
Invesco BuyBack Achievers ETF made up 0.27% of Lane & Associates's portfolio in Q1 2025, its #63 holding.
Lane & Associates first reported a position in Invesco BuyBack Achievers ETF in Q4 2022 and has held it in 10 quarters since.
Lane & Associates's Invesco BuyBack Achievers ETF position peaked at $1.59M in Q4 2022.
214 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.