Madison Investment Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Madison Investment Advisors’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
2024 Q4	$2.02M	Buy	+17,558	New	+$2.08M	0.02%	243

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PWSG

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Madison Investment Advisors's PKW Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Invesco BuyBack Achievers ETF (PKW) in Q4 2024: 17,558 shares worth $2.02M. The stake represents 0.02% of the portfolio and ranks #243 among its holdings.

226 funds tracked by Wall St. Rank hold PKW as of Q4 2024.

Madison Investment Advisors held 17,558 shares of Invesco BuyBack Achievers ETF worth $2.02M as of Q4 2024.
Invesco BuyBack Achievers ETF was a new Madison Investment Advisors position in Q4 2024.
Invesco BuyBack Achievers ETF made up 0.02% of Madison Investment Advisors's portfolio in Q4 2024, its #243 holding.
226 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.