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Ameritas Investment Company’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Ameritas Investment Company’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
2021
Q3 		– Sell
-4,075
Closed -$368K – 753
2021
Q2 		$368K Sell
4,075
-6,042
-60% -$537K 0.02% 510
2021
Q1 		$852K Buy
+10,117
New +$802K 0.07% 249
2020
Q1 		– Sell
-499
Closed -$34K – 1816
2019
Q4 		$34K Buy
+499
New +$32.9K 0.01% 620
2019
Q1 		– Sell
-310
Closed -$16K – 1565
2018
Q4 		$16K Buy
+310
New +$17.7K ﹤0.01% 933

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameritas Investment Company's PKW Position: Q3 2021 in Review

Ameritas Investment Company sold out of Invesco BuyBack Achievers ETF (PKW) in Q3 2021, closing a stake of 4,075 shares — an estimated $368K sold.

Ameritas Investment Company first reported a position in PKW in Q4 2018 and held it in 4 quarters. The position peaked at $852K in Q1 2021. 197 funds tracked by Wall St. Rank hold PKW as of Q3 2021.

  • Ameritas Investment Company reported no remaining Invesco BuyBack Achievers ETF position as of Q3 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 4,075 Invesco BuyBack Achievers ETF shares in Q3 2021, an estimated $368K.
  • Ameritas Investment Company first reported a position in Invesco BuyBack Achievers ETF in Q4 2018 and held it in 4 quarters.
  • Ameritas Investment Company's Invesco BuyBack Achievers ETF position peaked at $852K in Q1 2021.
  • 197 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.