Number of Shares
77,756.00
Current Holdings Value*
$8.76 Mil
% of Portfolio
2.57%
Total Estimate Gain
$2.24 Mil
% of Total Estimate Gain
11.76%

Curtis Advisory Group, LLC's Invesco BuyBack Achievers ETF Holding Summary

As of 2025-03-31, Curtis Advisory Group, LLC held 77,756.00 shares of Invesco BuyBack Achievers ETF(PKW), totaling $8.76 Mil. This investment constitutes 2.57% of their stock portfolio, and Curtis Advisory Group, LLC now holds 0.74% of the outstanding Invesco BuyBack Achievers ETF(PKW) stock.

The initial trade took place in 2019Q4. And since then Curtis Advisory Group, LLC has made 12 purchases of PKW, at an average price of $72.25, for a total of 263,364.00 shares. In addition, there have been 9 sales at an average price of $61.96 for 185,608.00 shares. Based on historical transaction data and PKW's current price of $125.58, Curtis Advisory Group, LLC's estimated gain on his PKW holdings is $2.24 Mil, reflecting a 11.76% gain to date.

Curtis Advisory Group, LLC PKW ($125.58) Holding Chart

Curtis Advisory Group, LLC PKW ($125.58) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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