Avestar Capital’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Avestar Capital’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 Q2	–	Sell	-8,388	Closed	-$714K	–	355
2023 Q1	$714K	Hold	8,388	–	–	0.13%	104
2022 Q4	$718K	Hold	8,388	–	–	0.13%	104
2022 Q3	$623K	Buy	+8,388	New	+$683K	0.16%	96

Other funds holding PKW

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

CAG

Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Avestar Capital's PKW Position: Q2 2023 in Review

Avestar Capital sold out of Invesco BuyBack Achievers ETF (PKW) in Q2 2023, closing a stake of 8,388 shares — an estimated $714K sold.

Avestar Capital first reported a position in PKW in Q3 2022 and held it in 3 quarters. The position peaked at $718K in Q4 2022. 187 funds tracked by Wall St. Rank hold PKW as of Q2 2023.

Avestar Capital reported no remaining Invesco BuyBack Achievers ETF position as of Q2 2023 after selling out during the quarter.
Avestar Capital sold 8,388 Invesco BuyBack Achievers ETF shares in Q2 2023, an estimated $714K.
Avestar Capital first reported a position in Invesco BuyBack Achievers ETF in Q3 2022 and held it in 3 quarters.
Avestar Capital's Invesco BuyBack Achievers ETF position peaked at $718K in Q4 2022.
187 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2023.

Based on Avestar Capital's 13F filing for Q2 2023, filed 2 Aug 2023.