Wealthspire Advisors (New York)’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Wealthspire Advisors (New York)’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	-32	Closed	-$4.24K	–	2371
2025 Q3	$4.24K	Buy	+32	New	+$4.11K	﹤0.01%	2386
2019 Q1	–	Sell	-800	Closed	-$42K	–	601
2018 Q4	$42K	Buy	+800	New	+$45.7K	﹤0.01%	209

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

Wealthspire Advisors (New York)'s PKW Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2025, closing a stake of 32 shares — an estimated $4.24K sold.

Wealthspire Advisors (New York) first reported a position in PKW in Q4 2018 and held it in 2 quarters. The position peaked at $42K in Q4 2018. 247 funds tracked by Wall St. Rank hold PKW as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 32 Invesco BuyBack Achievers ETF shares in Q4 2025, an estimated $4.24K.
Wealthspire Advisors (New York) first reported a position in Invesco BuyBack Achievers ETF in Q4 2018 and held it in 2 quarters.
Wealthspire Advisors (New York)'s Invesco BuyBack Achievers ETF position peaked at $42K in Q4 2018.
247 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.