CoreCap Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

CoreCap Advisors’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 Q4	$7.87K	Buy	+92	New	+$7.76K	﹤0.01%	1615
2022 Q1	–	Sell	-50	Closed	-$5K	–	1654
2021 Q4	$5K	Buy	+50	New	+$4.74K	﹤0.01%	1756

Other funds holding PKW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

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

LCWP

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

CoreCap Advisors's PKW Position: Q4 2022 in Review

CoreCap Advisors opened a new position in Invesco BuyBack Achievers ETF (PKW) in Q4 2022: 92 shares worth $7.87K. The stake represents ﹤0.01% of the portfolio and ranks #1615 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in PKW as recently as Q4 2021.

CoreCap Advisors first reported a position in PKW in Q4 2021 and has held it in 2 quarters since. 202 funds tracked by Wall St. Rank hold PKW as of Q4 2022.

CoreCap Advisors held 92 shares of Invesco BuyBack Achievers ETF worth $7.87K as of Q4 2022.
Invesco BuyBack Achievers ETF was a new CoreCap Advisors position in Q4 2022.
Invesco BuyBack Achievers ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q4 2022, its #1615 holding.
CoreCap Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2021 and has held it in 2 quarters since.
202 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2022.

Based on CoreCap Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.