Confluence Wealth Services
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Confluence Wealth Services’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Confluence Wealth Services’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
-700
Closed -$67K – 905
2021
Q4 		$67K Buy
+700
New +$66.4K 0.02% 399

Other funds holding PKW

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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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Confluence Wealth Services's PKW Position: Q1 2022 in Review

Confluence Wealth Services sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2022, closing a stake of 700 shares — an estimated $67K sold.

Confluence Wealth Services first reported a position in PKW in Q4 2021 and held it in 1 quarter. The position peaked at $67K in Q4 2021. 194 funds tracked by Wall St. Rank hold PKW as of Q1 2022.

  • Confluence Wealth Services reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 700 Invesco BuyBack Achievers ETF shares in Q1 2022, an estimated $67K.
  • Confluence Wealth Services first reported a position in Invesco BuyBack Achievers ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Invesco BuyBack Achievers ETF position peaked at $67K in Q4 2021.
  • 194 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.