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Vista Investment Partners II’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Vista Investment Partners II’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
Q4 		– Sell
-3,149
Closed -$417K – 158
2025
Q3 		$417K Buy
+3,149
New +$405K 0.19% 95

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 $445B AUM 25.58% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $515M AUM 19.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TWM
Triton Wealth Management Sun City, Arizona $326M AUM 31.51% 1-Year Est. Return

Vista Investment Partners II's PKW Position: Q4 2025 in Review

Vista Investment Partners II sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2025, closing a stake of 3,149 shares — an estimated $417K sold.

Vista Investment Partners II first reported a position in PKW in Q3 2025 and held it in 1 quarter. The position peaked at $417K in Q3 2025. 247 funds tracked by Wall St. Rank hold PKW as of Q4 2025.

  • Vista Investment Partners II reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2025 after selling out during the quarter.
  • Vista Investment Partners II sold 3,149 Invesco BuyBack Achievers ETF shares in Q4 2025, an estimated $417K.
  • Vista Investment Partners II first reported a position in Invesco BuyBack Achievers ETF in Q3 2025 and held it in 1 quarter.
  • Vista Investment Partners II's Invesco BuyBack Achievers ETF position peaked at $417K in Q3 2025.
  • 247 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2025.

Based on Vista Investment Partners II's 13F filing for Q4 2025, filed 22 Jan 2026.