Wealth Enhancement Advisory Services
PKW icon

Wealth Enhancement Advisory Services’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q2 		$3.21M Buy
32,404
+529
+2% +$72.7K 0.01% 1274
2026
Q1 		$2.95M Sell
31,875
-6,290
-16% -$853K 0.01% 1191
2025
Q4 		$5.27M Sell
38,165
-1,411
-4% -$186K 0.01% 989
2025
Q3 		$5.25M Sell
39,576
-1,087
-3% -$140K 0.01% 923
2025
Q2 		$5.13M Buy
40,663
+1,314
+3% +$150K 0.01% 886
2025
Q1 		$4.43M Sell
39,349
-4,197
-10% -$489K 0.01% 877
2024
Q4 		$5.01M Buy
43,546
+1,447
+3% +$171K 0.01% 799
2024
Q3 		$4.82M Sell
42,099
-84
-0.2% -$9.09K 0.01% 731
2024
Q2 		$4.38M Sell
42,183
-715
-2% -$74.4K 0.01% 719
2024
Q1 		$4.64M Sell
42,898
-1,095
-2% -$111K 0.01% 685
2023
Q4 		$4.36M Sell
43,993
-47
-0.1% -$4.29K 0.01% 643
2023
Q3 		$3.96M Buy
44,040
+39,436
+857% +$3.63M 0.01% 640
2023
Q2 		$412K Buy
4,604
+12
+0.3% +$1.02K ﹤0.01% 379
2023
Q1 		$391K Buy
+4,592
New +$402K ﹤0.01% 410

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NAM
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BDL
Banque de Luxembourg Luxembourg $212M AUM 19.72% 1-Year Est. Return
WPC
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KCFA
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WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IFG
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JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return