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Valley Wealth Managers’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Valley Wealth Managers’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 		– Sell
-785
Closed -$88.4K – 358
2025
Q1 		$88.4K Hold
785
– – 0.01% 185
2024
Q4 		$90.4K Hold
785
– – 0.01% 193
2024
Q3 		$89.9K Buy
+785
New +$85K 0.01% 195

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Valley Wealth Managers's PKW Position: Q2 2025 in Review

Valley Wealth Managers sold out of Invesco BuyBack Achievers ETF (PKW) in Q2 2025, closing a stake of 785 shares — an estimated $88.4K sold.

Valley Wealth Managers first reported a position in PKW in Q3 2024 and held it in 3 quarters. The position peaked at $90.4K in Q4 2024. 231 funds tracked by Wall St. Rank hold PKW as of Q2 2025.

  • Valley Wealth Managers reported no remaining Invesco BuyBack Achievers ETF position as of Q2 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 785 Invesco BuyBack Achievers ETF shares in Q2 2025, an estimated $88.4K.
  • Valley Wealth Managers first reported a position in Invesco BuyBack Achievers ETF in Q3 2024 and held it in 3 quarters.
  • Valley Wealth Managers's Invesco BuyBack Achievers ETF position peaked at $90.4K in Q4 2024.
  • 231 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2025.

Based on Valley Wealth Managers's 13F filing for Q2 2025, filed 6 Aug 2025.