Colonial River Investments’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Colonial River Investments’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 Q1	–	Sell	-44,938	Closed	-$3.84M	–	206
2022 Q4	$3.84M	Buy	+44,938	New	+$3.79M	2.45%	7

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Colonial River Investments's PKW Position: Q1 2023 in Review

Colonial River Investments sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2023, closing a stake of 44,938 shares — an estimated $3.84M sold.

Colonial River Investments first reported a position in PKW in Q4 2022 and held it in 1 quarter. The position peaked at $3.84M in Q4 2022. 183 funds tracked by Wall St. Rank hold PKW as of Q1 2023.

Colonial River Investments reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2023 after selling out during the quarter.
Colonial River Investments sold 44,938 Invesco BuyBack Achievers ETF shares in Q1 2023, an estimated $3.84M.
Colonial River Investments first reported a position in Invesco BuyBack Achievers ETF in Q4 2022 and held it in 1 quarter.
Colonial River Investments's Invesco BuyBack Achievers ETF position peaked at $3.84M in Q4 2022.
183 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2023.

Based on Colonial River Investments's 13F filing for Q1 2023, filed 5 May 2023.