Arete Wealth Advisors’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

Arete Wealth Advisors’s Portfolio IPKW Stock Details IPKW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,071	Closed	-$217K	–	769
2024 Q3	$217K	Sell	5,071 -707	-12%	-$29.2K	0.02%	627
2024 Q2	$231K	Buy	+5,778	New	+$232K	0.02%	615
2024 Q1	–	Sell	-9,475	Closed	-$355K	–	536
2023 Q4	$355K	Buy	+9,475	New	+$335K	0.03%	504
2023 Q3	–	Sell	-9,984	Closed	-$345K	–	608
2023 Q2	$345K	Buy	+9,984	New	+$342K	0.03%	455
2022 Q4	–	Sell	-9,902	Closed	-$284K	–	665
2022 Q3	$284K	Buy	9,902 +920	+10%	+$29.3K	0.03%	415
2022 Q2	$292K	Buy	8,982 +2,400	+36%	+$86.6K	0.03%	338
2022 Q1	$252K	Buy	+6,582	New	+$257K	0.02%	420

Other funds holding IPKW

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KWA

Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

VIM

Vista Investment Management Pittsburgh, Pennsylvania $301M AUM 17.29% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Arete Wealth Advisors's IPKW Position: Q4 2024 in Review

Arete Wealth Advisors sold out of Invesco International BuyBack Achievers ETF (IPKW) in Q4 2024, closing a stake of 5,071 shares — an estimated $217K sold.

Arete Wealth Advisors first reported a position in IPKW in Q1 2022 and held it in 7 quarters. The position peaked at $355K in Q4 2023. 49 funds tracked by Wall St. Rank hold IPKW as of Q4 2024.

Arete Wealth Advisors reported no remaining Invesco International BuyBack Achievers ETF position as of Q4 2024 after selling out during the quarter.
Arete Wealth Advisors sold 5,071 Invesco International BuyBack Achievers ETF shares in Q4 2024, an estimated $217K.
Arete Wealth Advisors first reported a position in Invesco International BuyBack Achievers ETF in Q1 2022 and held it in 7 quarters.
Arete Wealth Advisors's Invesco International BuyBack Achievers ETF position peaked at $355K in Q4 2023.
49 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q4 2024.

Based on Arete Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.