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Cape Investment Advisory’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Cape Investment Advisory’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
Q4 		– Sell
-56
Closed -$5.04K – 1194
2023
Q3 		$5.04K Buy
+56
New +$5.15K ﹤0.01% 671

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $521M AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cape Investment Advisory's PKW Position: Q4 2023 in Review

Cape Investment Advisory sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2023, closing a stake of 56 shares — an estimated $5.04K sold.

Cape Investment Advisory first reported a position in PKW in Q3 2023 and held it in 1 quarter. The position peaked at $5.04K in Q3 2023. 204 funds tracked by Wall St. Rank hold PKW as of Q4 2023.

  • Cape Investment Advisory reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2023 after selling out during the quarter.
  • Cape Investment Advisory sold 56 Invesco BuyBack Achievers ETF shares in Q4 2023, an estimated $5.04K.
  • Cape Investment Advisory first reported a position in Invesco BuyBack Achievers ETF in Q3 2023 and held it in 1 quarter.
  • Cape Investment Advisory's Invesco BuyBack Achievers ETF position peaked at $5.04K in Q3 2023.
  • 204 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2023.

Based on Cape Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.