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Coppell Advisory Solutions Corp’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Coppell Advisory Solutions Corp’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
2024
Q1 		$203K Buy
+1,877
New +$191K 0.04% 257
2023
Q1 		– Sell
-39
Closed -$3.34K – 824
2022
Q4 		$3.34K Buy
+39
New +$3.29K ﹤0.01% 792

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 1-Year Est. Return

Coppell Advisory Solutions Corp's PKW Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Invesco BuyBack Achievers ETF (PKW) in Q1 2024: 1,877 shares worth $203K. The stake represents 0.04% of the portfolio and ranks #257 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in PKW as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in PKW in Q4 2022 and has held it in 2 quarters since. 204 funds tracked by Wall St. Rank hold PKW as of Q1 2024.

  • Coppell Advisory Solutions Corp held 1,877 shares of Invesco BuyBack Achievers ETF worth $203K as of Q1 2024.
  • Invesco BuyBack Achievers ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Invesco BuyBack Achievers ETF made up 0.04% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #257 holding.
  • Coppell Advisory Solutions Corp first reported a position in Invesco BuyBack Achievers ETF in Q4 2022 and has held it in 2 quarters since.
  • 204 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.