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Bartlett & Co Wealth Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Bartlett & Co Wealth Management’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
2021
Q4 		– Sell
-50
Closed -$4.51K – 750
2021
Q3 		$4.51K Buy
+50
New +$4.6K ﹤0.01% 779

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Bartlett & Co Wealth Management's PKW Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2021, closing a stake of 50 shares — an estimated $4.51K sold.

Bartlett & Co Wealth Management first reported a position in PKW in Q3 2021 and held it in 1 quarter. The position peaked at $4.51K in Q3 2021. 210 funds tracked by Wall St. Rank hold PKW as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 50 Invesco BuyBack Achievers ETF shares in Q4 2021, an estimated $4.51K.
  • Bartlett & Co Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q3 2021 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Invesco BuyBack Achievers ETF position peaked at $4.51K in Q3 2021.
  • 210 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.