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PFG Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

PFG 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
2026
Q1 		$279K Hold
2,125
– – 0.01% 675
2025
Q4 		$285K Sell
2,125
-2,125
-50% -$281K 0.01% 658
2025
Q3 		$563K Hold
4,250
– – 0.02% 538
2025
Q2 		$525K Hold
4,250
– – 0.02% 418
2025
Q1 		$479K Buy
4,250
+2,125
+100% +$247K 0.03% 482
2024
Q4 		$245K Hold
2,125
– – 0.02% 634
2024
Q3 		$243K Hold
2,125
– – 0.02% 643
2024
Q2 		$221K Hold
2,125
– – 0.01% 630
2024
Q1 		$230K Hold
2,125
– – 0.02% 593
2023
Q4 		$210K Buy
+2,125
New +$194K 0.02% 587
2022
Q1 		– Sell
-2,125
Closed -$205K – 503
2021
Q4 		$205K Buy
+2,125
New +$202K 0.02% 507

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return