Atomi Financial Group
PKW icon

Atomi Financial Group’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Atomi Financial Group’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
-7,895
Closed -$710K – 617
2023
Q3 		$710K Buy
+7,895
New +$727K 0.24% 110

Other funds holding PKW

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $521M AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Atomi Financial Group's PKW Position: Q4 2023 in Review

Atomi Financial Group sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2023, closing a stake of 7,895 shares — an estimated $710K sold.

Atomi Financial Group first reported a position in PKW in Q3 2023 and held it in 1 quarter. The position peaked at $710K in Q3 2023. 204 funds tracked by Wall St. Rank hold PKW as of Q4 2023.

  • Atomi Financial Group reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2023 after selling out during the quarter.
  • Atomi Financial Group sold 7,895 Invesco BuyBack Achievers ETF shares in Q4 2023, an estimated $710K.
  • Atomi Financial Group first reported a position in Invesco BuyBack Achievers ETF in Q3 2023 and held it in 1 quarter.
  • Atomi Financial Group's Invesco BuyBack Achievers ETF position peaked at $710K in Q3 2023.
  • 204 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2023.

Based on Atomi Financial Group's 13F filing for Q4 2023, filed 8 Feb 2024.