WWM
PKW icon

Western Wealth Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Western Wealth 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
2026
Q1 		$243K Buy
1,848
+21
+1% +$2.85K 0.01% 860
2025
Q4 		$245K Buy
+1,827
New +$241K 0.01% 735
2022
Q4 		– Sell
-2,885
Closed -$214K – 758
2022
Q3 		$214K Buy
2,885
+4
+0.1% +$326 0.01% 730
2022
Q2 		$224K Buy
2,881
+4
+0.1% +$339 0.01% 702
2022
Q1 		$260K Buy
+2,877
New +$264K 0.01% 720
2020
Q1 		– Sell
-3,265
Closed -$225K – 408
2019
Q4 		$225K Buy
+3,265
New +$215K 0.03% 365
2019
Q1 		– Sell
-4,730
Closed -$246K – 395
2018
Q4 		$246K Buy
+4,730
New +$270K 0.07% 284

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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 $38.8B AUM 21.88% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return