Envestnet Portfolio Solutions
PKW icon

Envestnet Portfolio Solutions’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Envestnet Portfolio Solutions’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
2023
Q4 		– Sell
-116,137
Closed -$10.4M – 1592
2023
Q3 		$10.4M Buy
+116,137
New +$10.7M 0.05% 183

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
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
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Envestnet Portfolio Solutions's PKW Position: Q4 2023 in Review

Envestnet Portfolio Solutions sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2023, closing a stake of 116,137 shares — an estimated $10.4M sold.

Envestnet Portfolio Solutions first reported a position in PKW in Q3 2023 and held it in 1 quarter. The position peaked at $10.4M in Q3 2023. 204 funds tracked by Wall St. Rank hold PKW as of Q4 2023.

  • Envestnet Portfolio Solutions reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2023 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 116,137 Invesco BuyBack Achievers ETF shares in Q4 2023, an estimated $10.4M.
  • Envestnet Portfolio Solutions first reported a position in Invesco BuyBack Achievers ETF in Q3 2023 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's Invesco BuyBack Achievers ETF position peaked at $10.4M in Q3 2023.
  • 204 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2023.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2023, filed 7 Feb 2024.