Petix & Botte Financial’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Petix & Botte 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
2025 Q1	–	Sell	-4,296	Closed	-$495K	–	126
2024 Q4	$495K	Hold	4,296	–	–	0.13%	86
2024 Q3	$492K	Hold	4,296	–	–	0.13%	77
2024 Q2	$446K	Buy	4,296 +2,148	+100%	+$224K	0.13%	77
2024 Q1	$232K	Sell	2,148 -2,148	-50%	-$218K	0.06%	127
2023 Q4	$425K	Hold	4,296	–	–	0.13%	80
2023 Q3	$387K	Hold	4,296	–	–	0.12%	80
2023 Q2	$384K	Buy	+4,296	New	+$367K	0.12%	81
2022 Q2	–	Sell	-4,346	Closed	-$393K	–	101
2022 Q1	$393K	Buy	4,346 +2,173	+100%	+$199K	0.12%	75
2021 Q4	$210K	Sell	2,173 -2,213	-50%	-$210K	0.13%	78
2021 Q3	$395K	Buy	+4,386	New	+$403K	0.13%	72

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Petix & Botte Financial's PKW Position: Q1 2025 in Review

Petix & Botte Financial sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2025, closing a stake of 4,296 shares — an estimated $495K sold.

Petix & Botte Financial first reported a position in PKW in Q3 2021 and held it in 10 quarters. The position peaked at $495K in Q4 2024. 214 funds tracked by Wall St. Rank hold PKW as of Q1 2025.

Petix & Botte Financial reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2025 after selling out during the quarter.
Petix & Botte Financial sold 4,296 Invesco BuyBack Achievers ETF shares in Q1 2025, an estimated $495K.
Petix & Botte Financial first reported a position in Invesco BuyBack Achievers ETF in Q3 2021 and held it in 10 quarters.
Petix & Botte Financial's Invesco BuyBack Achievers ETF position peaked at $495K in Q4 2024.
214 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2025.

Based on Petix & Botte Financial's 13F filing for Q1 2025, filed 13 May 2025.