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Aspire Private Capital’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Aspire Private Capital’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
2023
Q4 		– Sell
-149
Closed -$13.4K – 732
2023
Q3 		$13.4K Buy
+149
New +$13.7K ﹤0.01% 365

Other funds holding PKW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Aspire Private Capital's PKW Position: Q4 2023 in Review

Aspire Private Capital sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2023, closing a stake of 149 shares — an estimated $13.4K sold.

Aspire Private Capital first reported a position in PKW in Q3 2023 and held it in 1 quarter. The position peaked at $13.4K in Q3 2023. 204 funds tracked by Wall St. Rank hold PKW as of Q4 2023.

  • Aspire Private Capital reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2023 after selling out during the quarter.
  • Aspire Private Capital sold 149 Invesco BuyBack Achievers ETF shares in Q4 2023, an estimated $13.4K.
  • Aspire Private Capital first reported a position in Invesco BuyBack Achievers ETF in Q3 2023 and held it in 1 quarter.
  • Aspire Private Capital's Invesco BuyBack Achievers ETF position peaked at $13.4K in Q3 2023.
  • 204 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2023.

Based on Aspire Private Capital's 13F filing for Q4 2023, filed 1 Feb 2024.