Avaii Wealth Management’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

Avaii Wealth Management’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
2022 Q4	–	Sell	-7,580	Closed	-$218K	–	128
2022 Q3	$218K	Sell	7,580 -475	-6%	-$15.1K	0.23%	99
2022 Q2	$262K	Sell	8,055 -239	-3%	-$8.62K	0.28%	79
2022 Q1	$318K	Sell	8,294 -111	-1%	-$4.34K	0.29%	70
2021 Q4	$335K	Buy	+8,405	New	+$358K	0.34%	68

Other funds holding IPKW

RJFSA

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

KWA

Kellett Wealth Advisors Cincinnati, Ohio $184M AUM 17.21% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Avaii Wealth Management's IPKW Position: Q4 2022 in Review

Avaii Wealth Management sold out of Invesco International BuyBack Achievers ETF (IPKW) in Q4 2022, closing a stake of 7,580 shares — an estimated $218K sold.

Avaii Wealth Management first reported a position in IPKW in Q4 2021 and held it in 4 quarters. The position peaked at $335K in Q4 2021. 37 funds tracked by Wall St. Rank hold IPKW as of Q4 2022.

Avaii Wealth Management reported no remaining Invesco International BuyBack Achievers ETF position as of Q4 2022 after selling out during the quarter.
Avaii Wealth Management sold 7,580 Invesco International BuyBack Achievers ETF shares in Q4 2022, an estimated $218K.
Avaii Wealth Management first reported a position in Invesco International BuyBack Achievers ETF in Q4 2021 and held it in 4 quarters.
Avaii Wealth Management's Invesco International BuyBack Achievers ETF position peaked at $335K in Q4 2021.
37 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q4 2022.

Based on Avaii Wealth Management's 13F filing for Q4 2022, filed 25 Jan 2023.