National Wealth Management Group’s Invesco BuyBack Achievers ETF PKW Stock Holding History

National Wealth Management Group’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	-2,710	Closed	-$359K	–	277
2025 Q3	$359K	Buy	2,710 +206	+8%	+$26.5K	0.14%	168
2025 Q2	$309K	Buy	+2,504	New	+$286K	0.17%	129
2025 Q1	–	Sell	-2,221	Closed	-$256K	–	179
2024 Q4	$256K	Buy	+2,221	New	+$263K	0.17%	116

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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 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

National Wealth Management Group's PKW Position: Q4 2025 in Review

National Wealth Management Group sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2025, closing a stake of 2,710 shares — an estimated $359K sold.

National Wealth Management Group first reported a position in PKW in Q4 2024 and held it in 3 quarters. The position peaked at $359K in Q3 2025. 247 funds tracked by Wall St. Rank hold PKW as of Q4 2025.

National Wealth Management Group reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2025 after selling out during the quarter.
National Wealth Management Group sold 2,710 Invesco BuyBack Achievers ETF shares in Q4 2025, an estimated $359K.
National Wealth Management Group first reported a position in Invesco BuyBack Achievers ETF in Q4 2024 and held it in 3 quarters.
National Wealth Management Group's Invesco BuyBack Achievers ETF position peaked at $359K in Q3 2025.
247 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2025.

Based on National Wealth Management Group's 13F filing for Q4 2025, filed 12 Jan 2026.