Cornerstone Planning Group’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Cornerstone Planning Group’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 Q2	–	Sell	-325	Closed	-$33.5K	–	1321
2024 Q1	$33.5K	Hold	325	–	–	0.01%	220
2023 Q4	$32.2K	Sell	325 -548	-63%	-$50.1K	0.01%	247
2023 Q3	$78.5K	Buy	+873	New	+$80.3K	0.03%	130
2022 Q4	$58.5K	Buy	+673	New	+$56.7K	0.02%	240

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PWSG

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

RJA

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

Cornerstone Planning Group's PKW Position: Q2 2024 in Review

Cornerstone Planning Group sold out of Invesco BuyBack Achievers ETF (PKW) in Q2 2024, closing a stake of 325 shares — an estimated $33.5K sold.

Cornerstone Planning Group first reported a position in PKW in Q4 2022 and held it in 4 quarters. The position peaked at $78.5K in Q3 2023. 201 funds tracked by Wall St. Rank hold PKW as of Q2 2024.

Cornerstone Planning Group reported no remaining Invesco BuyBack Achievers ETF position as of Q2 2024 after selling out during the quarter.
Cornerstone Planning Group sold 325 Invesco BuyBack Achievers ETF shares in Q2 2024, an estimated $33.5K.
Cornerstone Planning Group first reported a position in Invesco BuyBack Achievers ETF in Q4 2022 and held it in 4 quarters.
Cornerstone Planning Group's Invesco BuyBack Achievers ETF position peaked at $78.5K in Q3 2023.
201 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2024.

Based on Cornerstone Planning Group's 13F filing for Q2 2024, filed 13 Aug 2024.