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BNC Wealth Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

BNC 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
2020
Q4 		– Sell
-108
Closed -$6K – 368
2020
Q3 		$6K Buy
+108
New +$6.52K ﹤0.01% 356

Other funds holding PKW

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CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNC Wealth Management's PKW Position: Q4 2020 in Review

BNC Wealth Management sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2020, closing a stake of 108 shares — an estimated $6K sold.

BNC Wealth Management first reported a position in PKW in Q3 2020 and held it in 1 quarter. The position peaked at $6K in Q3 2020. 162 funds tracked by Wall St. Rank hold PKW as of Q4 2020.

  • BNC Wealth Management reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2020 after selling out during the quarter.
  • BNC Wealth Management sold 108 Invesco BuyBack Achievers ETF shares in Q4 2020, an estimated $6K.
  • BNC Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q3 2020 and held it in 1 quarter.
  • BNC Wealth Management's Invesco BuyBack Achievers ETF position peaked at $6K in Q3 2020.
  • 162 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.