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Lee, Danner & Bass’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Lee, Danner & Bass’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 		– Sell
-100
Closed -$11.5K – 578
2024
Q4 		$11.5K Buy
+100
New +$11.8K ﹤0.01% 523

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
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
Wells Fargo
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lee, Danner & Bass's PKW Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2025, closing a stake of 100 shares — an estimated $11.5K sold.

Lee, Danner & Bass first reported a position in PKW in Q4 2024 and held it in 1 quarter. The position peaked at $11.5K in Q4 2024. 214 funds tracked by Wall St. Rank hold PKW as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 100 Invesco BuyBack Achievers ETF shares in Q1 2025, an estimated $11.5K.
  • Lee, Danner & Bass first reported a position in Invesco BuyBack Achievers ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Invesco BuyBack Achievers ETF position peaked at $11.5K in Q4 2024.
  • 214 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.