AFG
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

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

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.