Bedel Financial Consulting’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Bedel Financial Consulting’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	-210	Closed	-$19K	–	691
2022 Q1	$19K	Hold	210	–	–	0.01%	556
2021 Q4	$20K	Hold	210	–	–	0.01%	569
2021 Q3	$19K	Hold	210	–	–	0.01%	558
2021 Q2	$19K	Hold	210	–	–	0.01%	566
2021 Q1	$18K	Buy	210 +1	+0.5%	+$79	0.01%	533
2020 Q4	$15K	Buy	209 +1	+0.5%	+$67	0.01%	495
2020 Q3	$13K	Buy	208 +1	+0.5%	+$60	0.01%	485
2020 Q2	$12K	Buy	207 +1	+0.5%	+$55	0.01%	466
2020 Q1	$10K	Buy	206 +1	+0.5%	+$62	0.01%	477
2019 Q4	$14K	Buy	205 +1	+0.5%	+$66	0.01%	451
2019 Q3	$13K	Buy	204 +1	+0.5%	+$62	0.01%	445
2019 Q2	$13K	Hold	203	–	–	0.01%	449
2019 Q1	$12K	Buy	203 +1	+0.5%	+$58	0.01%	464
2018 Q4	$11K	Hold	202	–	–	0.01%	448
2018 Q3	$11K	Buy	202 +1	+0.5%	+$60	0.01%	474
2018 Q2	$11K	Buy	201 +1	+0.5%	+$57	0.01%	467
2018 Q1	$11K	Buy	+200	New	+$12K	0.01%	466

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $609B AUM 40.19% 1-Year Est. Return

Bedel Financial Consulting's PKW Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Invesco BuyBack Achievers ETF (PKW) in Q2 2022, closing a stake of 210 shares — an estimated $19K sold.

Bedel Financial Consulting first reported a position in PKW in Q1 2018 and held it in 17 quarters. The position peaked at $20K in Q4 2021. 183 funds tracked by Wall St. Rank hold PKW as of Q2 2022.

Bedel Financial Consulting reported no remaining Invesco BuyBack Achievers ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 210 Invesco BuyBack Achievers ETF shares in Q2 2022, an estimated $19K.
Bedel Financial Consulting first reported a position in Invesco BuyBack Achievers ETF in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Invesco BuyBack Achievers ETF position peaked at $20K in Q4 2021.
183 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.