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Brookstone Capital Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Brookstone Capital 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
Q3 		– Sell
-16,204
Closed -$1.46M – 775
2021
Q2 		$1.46M Buy
+16,204
New +$1.44M 0.03% 301
2015
Q3 		– Sell
-400
Closed -$19K – 2102
2015
Q2 		$19K Buy
+400
New +$19.8K ﹤0.01% 899

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
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Brookstone Capital Management's PKW Position: Q3 2021 in Review

Brookstone Capital Management sold out of Invesco BuyBack Achievers ETF (PKW) in Q3 2021, closing a stake of 16,204 shares — an estimated $1.46M sold.

Brookstone Capital Management first reported a position in PKW in Q2 2015 and held it in 2 quarters. The position peaked at $1.46M in Q2 2021. 197 funds tracked by Wall St. Rank hold PKW as of Q3 2021.

  • Brookstone Capital Management reported no remaining Invesco BuyBack Achievers ETF position as of Q3 2021 after selling out during the quarter.
  • Brookstone Capital Management sold 16,204 Invesco BuyBack Achievers ETF shares in Q3 2021, an estimated $1.46M.
  • Brookstone Capital Management first reported a position in Invesco BuyBack Achievers ETF in Q2 2015 and held it in 2 quarters.
  • Brookstone Capital Management's Invesco BuyBack Achievers ETF position peaked at $1.46M in Q2 2021.
  • 197 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2021.

Based on Brookstone Capital Management's 13F filing for Q3 2021, filed 3 Nov 2021.