CPG
PKW icon

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
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
Wells Fargo
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
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
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 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.