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Leelyn Smith’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Leelyn Smith’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
-3,396
Closed -$391K – 136
2024
Q4 		$391K Sell
3,396
-130
-4% -$15.4K 0.07% 112
2024
Q3 		$404K Hold
3,526
– – 0.07% 109
2024
Q2 		$366K Hold
3,526
– – 0.07% 108
2024
Q1 		$382K Hold
3,526
– – 0.08% 108
2023
Q4 		$349K Sell
3,526
-133
-4% -$12.2K 0.08% 108
2023
Q3 		$329K Buy
3,659
+994
+37% +$91.5K 0.08% 101
2023
Q2 		$238K Hold
2,665
– – 0.06% 107
2023
Q1 		$227K Hold
2,665
– – 0.06% 109
2022
Q4 		$228K Buy
2,665
+2,540
+2,032% +$214K 0.06% 107
2022
Q3 		$9K Sell
125
-2,490
-95% -$203K ﹤0.01% 308
2022
Q2 		$203K Hold
2,615
– – 0.05% 124
2022
Q1 		$237K Buy
2,615
+2,490
+1,992% +$229K 0.06% 107
2021
Q4 		$12K Hold
125
– – ﹤0.01% 279
2021
Q3 		$11K Hold
125
– – ﹤0.01% 276
2021
Q2 		$11K Hold
125
– – ﹤0.01% 272
2021
Q1 		$11K Hold
125
– – ﹤0.01% 290
2020
Q4 		$9K Hold
125
– – ﹤0.01% 283
2020
Q3 		$8K Hold
125
– – ﹤0.01% 276
2020
Q2 		$7K Hold
125
– – ﹤0.01% 344
2020
Q1 		$6K Hold
125
– – ﹤0.01% 278
2019
Q4 		$9 Buy
+125
New +$8.23K ﹤0.01% 272

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 $74.2B AUM 21.09% 1-Year Est. Return

Leelyn Smith's PKW Position: Q1 2025 in Review

Leelyn Smith sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2025, closing a stake of 3,396 shares — an estimated $391K sold.

Leelyn Smith first reported a position in PKW in Q4 2019 and held it in 21 quarters. The position peaked at $404K in Q3 2024. 214 funds tracked by Wall St. Rank hold PKW as of Q1 2025.

  • Leelyn Smith reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2025 after selling out during the quarter.
  • Leelyn Smith sold 3,396 Invesco BuyBack Achievers ETF shares in Q1 2025, an estimated $391K.
  • Leelyn Smith first reported a position in Invesco BuyBack Achievers ETF in Q4 2019 and held it in 21 quarters.
  • Leelyn Smith's Invesco BuyBack Achievers ETF position peaked at $404K in Q3 2024.
  • 214 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2025.

Based on Leelyn Smith's 13F filing for Q1 2025, filed 2 May 2025.