PSF
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Pacific Sun Financial’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Pacific Sun Financial’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
2026
Q2 		$2.15M Sell
15,211
-590
-4% -$81.1K 0.89% 22
2026
Q1 		$2.07M Buy
15,801
+380
+2% +$51.6K 1% 21
2025
Q4 		$2.07M Buy
15,421
+155
+1% +$20.5K 1% 20
2025
Q3 		$2.02M Sell
15,266
-220
-1% -$28.3K 0.98% 22
2025
Q2 		$1.91M Buy
15,486
+191
+1% +$21.8K 1% 20
2025
Q1 		$1.72M Buy
15,295
+315
+2% +$36.7K 0.98% 27
2024
Q4 		$1.72M Hold
14,980
– – 0.94% 29
2024
Q3 		$1.72M Sell
14,980
-40
-0.3% -$4.33K 0.95% 27
2024
Q2 		$1.56M Sell
15,020
-380
-2% -$39.6K 0.92% 29
2024
Q1 		$1.67M Hold
15,400
– – 0.97% 25
2023
Q4 		$1.52M Buy
15,400
+5
+0% +$457 0.96% 27
2023
Q3 		$1.39M Sell
15,395
-10
-0.1% -$920 0.96% 28
2023
Q2 		$1.31M Buy
+15,405
New +$1.31M 0.88% 34
2022
Q4 		$1.32M Sell
15,465
-60
-0.4% -$5.06K 0.93% 32
2022
Q3 		$1.15M Sell
15,525
-180
-1% -$14.7K 0.81% 36
2022
Q2 		$1.22M Buy
15,705
+60
+0.4% +$5.09K 0.8% 36
2022
Q1 		$1.42M Sell
15,645
-162
-1% -$14.9K 0.78% 39
2021
Q4 		$1.52M Buy
15,807
+2
+0% +$190 0.81% 38
2021
Q3 		$1.43M Buy
+15,805
New +$1.45M 0.82% 40
2020
Q3 		$990K Sell
16,445
-100
-0.6% -$6.04K 0.83% 40
2020
Q2 		$950K Sell
16,545
-55
-0.3% -$3K 0.86% 37
2020
Q1 		$804K Buy
16,600
+80
+0.5% +$4.96K 0.92% 34
2019
Q4 		$1.14M Sell
16,520
-650
-4% -$42.8K 1% 28
2019
Q3 		$1.07M Sell
17,170
-100
-0.6% -$6.23K 1.01% 29
2019
Q2 		$1.08M Buy
+17,270
New +$1.06M 1.03% 28
2018
Q2 		$998K Sell
16,780
-20
-0.1% -$1.15K 1.03% 32
2018
Q1 		$956K Buy
+16,800
New +$1.01M 1.26% 24

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $515M AUM 19.66% 1-Year Est. Return

Pacific Sun Financial's PKW Position: Q2 2026 in Review

Pacific Sun Financial reduced its Invesco BuyBack Achievers ETF (PKW) stake by 3.7% in Q2 2026, selling an estimated $81.1K and leaving 15,211 shares worth $2.15M. The position accounts for 0.89% of the portfolio, ranked #22.

Pacific Sun Financial first reported a position in PKW in Q1 2018 and has held it in 27 quarters since. 252 funds tracked by Wall St. Rank hold PKW as of Q2 2026.

  • Pacific Sun Financial held 15,211 shares of Invesco BuyBack Achievers ETF worth $2.15M as of Q2 2026.
  • Pacific Sun Financial sold 590 Invesco BuyBack Achievers ETF shares in Q2 2026, an estimated $81.1K.
  • Invesco BuyBack Achievers ETF made up 0.89% of Pacific Sun Financial's portfolio in Q2 2026, its #22 holding.
  • Pacific Sun Financial first reported a position in Invesco BuyBack Achievers ETF in Q1 2018 and has held it in 27 quarters since.
  • 252 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.