Ausdal Financial Partners’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Ausdal Financial Partners’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
2022 Q2	–	Sell	-5,447	Closed	-$493K	–	505
2022 Q1	$493K	Sell	5,447 -132	-2%	-$12.1K	0.07%	284
2021 Q4	$538K	Sell	5,579 -85	-2%	-$8.06K	0.07%	268
2021 Q3	$511K	Buy	+5,664	New	+$521K	0.08%	265
2016 Q2	–	Sell	-4,647	Closed	-$211K	–	270
2016 Q1	$211K	Sell	4,647 -1,047	-18%	-$45.1K	0.12%	196
2015 Q4	$259K	Buy	+5,694	New	+$264K	0.13%	174

Other funds holding PKW

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ausdal Financial Partners's PKW Position: Q2 2022 in Review

Ausdal Financial Partners sold out of Invesco BuyBack Achievers ETF (PKW) in Q2 2022, closing a stake of 5,447 shares — an estimated $493K sold.

Ausdal Financial Partners first reported a position in PKW in Q4 2015 and held it in 5 quarters. The position peaked at $538K in Q4 2021. 183 funds tracked by Wall St. Rank hold PKW as of Q2 2022.

Ausdal Financial Partners reported no remaining Invesco BuyBack Achievers ETF position as of Q2 2022 after selling out during the quarter.
Ausdal Financial Partners sold 5,447 Invesco BuyBack Achievers ETF shares in Q2 2022, an estimated $493K.
Ausdal Financial Partners first reported a position in Invesco BuyBack Achievers ETF in Q4 2015 and held it in 5 quarters.
Ausdal Financial Partners's Invesco BuyBack Achievers ETF position peaked at $538K in Q4 2021.
183 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2022.

Based on Ausdal Financial Partners's 13F filing for Q2 2022, filed 9 Aug 2022.