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Clarkston Capital Partners’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Clarkston Capital Partners’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
Q1 		– Sell
-118
Closed -$11K – 203
2021
Q4 		$11K Hold
118
– – ﹤0.01% 184
2021
Q3 		$11K Hold
118
– – ﹤0.01% 175
2021
Q2 		$11K Buy
+118
New +$10.5K ﹤0.01% 174

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Clarkston Capital Partners's PKW Position: Q1 2022 in Review

Clarkston Capital Partners sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2022, closing a stake of 118 shares — an estimated $11K sold.

Clarkston Capital Partners first reported a position in PKW in Q2 2021 and held it in 3 quarters. The position peaked at $11K in Q4 2021. 194 funds tracked by Wall St. Rank hold PKW as of Q1 2022.

  • Clarkston Capital Partners reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2022 after selling out during the quarter.
  • Clarkston Capital Partners sold 118 Invesco BuyBack Achievers ETF shares in Q1 2022, an estimated $11K.
  • Clarkston Capital Partners first reported a position in Invesco BuyBack Achievers ETF in Q2 2021 and held it in 3 quarters.
  • Clarkston Capital Partners's Invesco BuyBack Achievers ETF position peaked at $11K in Q4 2021.
  • 194 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2022.

Based on Clarkston Capital Partners's 13F filing for Q1 2022, filed 9 May 2022.