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

PSI 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
2025 Q1	–	Sell	-215	Closed	-$24.6K	–	887
2024 Q4	$24.6K	Buy	215 +1	+0.5%	+$118	0.01%	385
2024 Q3	$24.5K	Hold	214	–	–	0.01%	391
2024 Q2	$22.2K	Buy	214 +1	+0.5%	+$104	0.01%	387
2024 Q1	$23.1K	Hold	213	–	–	0.01%	367
2023 Q4	$21K	Buy	213 +1	+0.5%	+$91	0.01%	405
2023 Q3	$19.1K	Hold	212	–	–	0.01%	395
2023 Q2	$18.9K	Buy	212 +1	+0.5%	+$85	0.01%	402
2023 Q1	$18K	Buy	211 +1	+0.5%	+$87	0.01%	352
2022 Q4	$18K	Hold	210	–	–	0.01%	335
2022 Q3	$16K	Buy	210 +1	+0.5%	+$81	0.01%	358
2022 Q2	$16K	Hold	209	–	–	0.01%	389
2022 Q1	$19K	Buy	209 +1	+0.5%	+$92	0.01%	378
2021 Q4	$20K	Hold	208	–	–	0.01%	400
2021 Q3	$19K	Buy	+208	New	+$19.1K	0.01%	395
2020 Q1	–	Sell	-513	Closed	-$35K	–	453
2019 Q4	$35K	Buy	+513	New	+$33.8K	0.02%	306

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

PSI Advisors's PKW Position: Q1 2025 in Review

PSI Advisors sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2025, closing a stake of 215 shares — an estimated $24.6K sold.

PSI Advisors first reported a position in PKW in Q4 2019 and held it in 15 quarters. The position peaked at $35K in Q4 2019. 214 funds tracked by Wall St. Rank hold PKW as of Q1 2025.

PSI Advisors reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 215 Invesco BuyBack Achievers ETF shares in Q1 2025, an estimated $24.6K.
PSI Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2019 and held it in 15 quarters.
PSI Advisors's Invesco BuyBack Achievers ETF position peaked at $35K in Q4 2019.
214 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.