Atlas Financial Advisors’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

Atlas Financial 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	$516K	Buy	+12,991	New	+$537K	0.81%	22

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

Atlas Financial Advisors's IPKW Position: Q4 2024 in Review

Atlas Financial Advisors opened a new position in Invesco International BuyBack Achievers ETF (IPKW) in Q4 2024: 12,991 shares worth $516K. The stake represents 0.81% of the portfolio and ranks #22 among its holdings.

49 funds tracked by Wall St. Rank hold IPKW as of Q4 2024.

Atlas Financial Advisors held 12,991 shares of Invesco International BuyBack Achievers ETF worth $516K as of Q4 2024.
Invesco International BuyBack Achievers ETF was a new Atlas Financial Advisors position in Q4 2024.
Invesco International BuyBack Achievers ETF made up 0.81% of Atlas Financial Advisors's portfolio in Q4 2024, its #22 holding.
49 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.