Tyler-Stone Wealth Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Tyler-Stone Wealth Management’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 Q2	$328K	Sell	2,655 -56	-2%	-$6.4K	0.05%	254
2025 Q1	$305K	Buy	2,711 +3	+0.1%	+$349	0.05%	254
2024 Q4	$312K	Buy	2,708 +3	+0.1%	+$355	0.06%	246
2024 Q3	$310K	Buy	2,705 +1,354	+100%	+$147K	0.06%	239
2024 Q2	$140K	Hold	1,351	–	–	0.06%	239
2024 Q1	$146K	Hold	1,351	–	–	0.06%	227
2023 Q4	$134K	Hold	1,351	–	–	0.07%	221
2023 Q3	$122K	Hold	1,351	–	–	0.07%	223
2023 Q2	$121K	Buy	+1,351	New	+$115K	0.07%	227
2022 Q4	$116K	Hold	1,351	–	–	0.08%	216
2022 Q3	$100K	Hold	1,351	–	–	0.08%	219
2022 Q2	$105K	Hold	1,351	–	–	0.07%	229
2022 Q1	$122K	Hold	1,351	–	–	0.07%	233
2021 Q4	$130K	Buy	+1,351	New	+$128K	0.07%	237

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

CAG

Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Tyler-Stone Wealth Management's PKW Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its Invesco BuyBack Achievers ETF (PKW) stake by 2.1% in Q2 2025, selling an estimated $6.4K and leaving 2,655 shares worth $328K. The position accounts for 0.05% of the portfolio, ranked #254.

Tyler-Stone Wealth Management first reported a position in PKW in Q4 2021 and has held it in 14 quarters since. 231 funds tracked by Wall St. Rank hold PKW as of Q2 2025.

Tyler-Stone Wealth Management held 2,655 shares of Invesco BuyBack Achievers ETF worth $328K as of Q2 2025.
Tyler-Stone Wealth Management sold 56 Invesco BuyBack Achievers ETF shares in Q2 2025, an estimated $6.4K.
Invesco BuyBack Achievers ETF made up 0.05% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #254 holding.
Tyler-Stone Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q4 2021 and has held it in 14 quarters since.
231 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.