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Realta Investment Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Realta Investment 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
2024
Q4 		– Sell
-100
Closed -$11.7K – 392
2024
Q3 		$11.7K Sell
100
-480
-83% -$52K 0.01% 295
2024
Q2 		$60.3K Sell
580
-299
-34% -$31.1K 0.01% 516
2024
Q1 		$95.1K Buy
+879
New +$89.3K 0.02% 485
2023
Q4 		– Sell
-100
Closed -$8.95K – 688
2023
Q3 		$8.95K Sell
100
-806
-89% -$74.2K ﹤0.01% 679
2023
Q2 		$81K Buy
+906
New +$77.3K 0.02% 510
2023
Q1 		– Sell
-1,010
Closed -$86.4K – 706
2022
Q4 		$86.4K Buy
1,010
+1
+0.1% +$84 0.02% 501
2022
Q3 		$75K Buy
+1,009
New +$82.2K 0.02% 489
2020
Q1 		– Sell
-100
Closed -$7K – 1094
2019
Q4 		$7K Hold
100
– – ﹤0.01% 1251
2019
Q3 		$6K Hold
100
– – ﹤0.01% 1279
2019
Q2 		$6K Buy
+100
New +$6.16K ﹤0.01% 1323

Other funds holding PKW

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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 $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Realta Investment Advisors's PKW Position: Q4 2024 in Review

Realta Investment Advisors sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2024, closing a stake of 100 shares — an estimated $11.7K sold.

Realta Investment Advisors first reported a position in PKW in Q2 2019 and held it in 10 quarters. The position peaked at $95.1K in Q1 2024. 226 funds tracked by Wall St. Rank hold PKW as of Q4 2024.

  • Realta Investment Advisors reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 100 Invesco BuyBack Achievers ETF shares in Q4 2024, an estimated $11.7K.
  • Realta Investment Advisors first reported a position in Invesco BuyBack Achievers ETF in Q2 2019 and held it in 10 quarters.
  • Realta Investment Advisors's Invesco BuyBack Achievers ETF position peaked at $95.1K in Q1 2024.
  • 226 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2024.

Based on Realta Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.