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

Private 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 Q1	–	Sell	-652	Closed	-$75K	–	1568
2024 Q4	$75K	Buy	+652	New	+$77.2K	0.03%	140

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 $83.7B AUM 27.22% 1-Year Est. Return

Private Wealth Management Group's PKW Position: Q1 2025 in Review

Private Wealth Management Group sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2025, closing a stake of 652 shares — an estimated $75K sold.

Private Wealth Management Group first reported a position in PKW in Q4 2024 and held it in 1 quarter. The position peaked at $75K in Q4 2024. 214 funds tracked by Wall St. Rank hold PKW as of Q1 2025.

Private Wealth Management Group reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2025 after selling out during the quarter.
Private Wealth Management Group sold 652 Invesco BuyBack Achievers ETF shares in Q1 2025, an estimated $75K.
Private Wealth Management Group first reported a position in Invesco BuyBack Achievers ETF in Q4 2024 and held it in 1 quarter.
Private Wealth Management Group's Invesco BuyBack Achievers ETF position peaked at $75K in Q4 2024.
214 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.