WealthBridge Capital Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

WealthBridge Capital 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 Q4	–	Sell	-9,921	Closed	-$1.31M	–	218
2025 Q3	$1.31M	Buy	9,921 +1,215	+14%	+$156K	0.31%	66
2025 Q2	$1.08M	Buy	8,706 +1,202	+16%	+$137K	0.27%	69
2025 Q1	$845K	Sell	7,504 -2,342	-24%	-$273K	0.24%	79
2024 Q4	$1.13M	Buy	9,846 +2,503	+34%	+$296K	0.31%	63
2024 Q3	$841K	Buy	7,343 +2,381	+48%	+$258K	0.24%	78
2024 Q2	$516K	Buy	4,962 +667	+16%	+$69.4K	0.17%	98
2024 Q1	$465K	Buy	4,295 +403	+10%	+$40.9K	0.16%	102
2023 Q4	$385K	Buy	3,892 +354	+10%	+$32.4K	0.14%	109
2023 Q3	$318K	Buy	3,538 +271	+8%	+$24.9K	0.13%	118
2023 Q2	$292K	Sell	3,267 -138	-4%	-$11.8K	0.12%	134
2023 Q1	$290K	Buy	+3,405	New	+$298K	0.12%	145

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

TWM

Triton Wealth Management Sun City, Arizona $326M AUM 31.51% 1-Year Est. Return

WealthBridge Capital Management's PKW Position: Q4 2025 in Review

WealthBridge Capital Management sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2025, closing a stake of 9,921 shares — an estimated $1.31M sold.

WealthBridge Capital Management first reported a position in PKW in Q1 2023 and held it in 11 quarters. The position peaked at $1.31M in Q3 2025. 247 funds tracked by Wall St. Rank hold PKW as of Q4 2025.

WealthBridge Capital Management reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2025 after selling out during the quarter.
WealthBridge Capital Management sold 9,921 Invesco BuyBack Achievers ETF shares in Q4 2025, an estimated $1.31M.
WealthBridge Capital Management first reported a position in Invesco BuyBack Achievers ETF in Q1 2023 and held it in 11 quarters.
WealthBridge Capital Management's Invesco BuyBack Achievers ETF position peaked at $1.31M in Q3 2025.
247 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2025.

Based on WealthBridge Capital Management's 13F filing for Q4 2025, filed 21 Jan 2026.