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Evergreen Capital Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Evergreen Capital Management’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
2021
Q4 		– Sell
-3,360
Closed -$303K – 646
2021
Q3 		$303K Buy
+3,360
New +$309K 0.01% 432

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LPL Financial
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Osaic Holdings
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Evergreen Capital Management's PKW Position: Q4 2021 in Review

Evergreen Capital Management sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2021, closing a stake of 3,360 shares — an estimated $303K sold.

Evergreen Capital Management first reported a position in PKW in Q3 2021 and held it in 1 quarter. The position peaked at $303K in Q3 2021. 210 funds tracked by Wall St. Rank hold PKW as of Q4 2021.

  • Evergreen Capital Management reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2021 after selling out during the quarter.
  • Evergreen Capital Management sold 3,360 Invesco BuyBack Achievers ETF shares in Q4 2021, an estimated $303K.
  • Evergreen Capital Management first reported a position in Invesco BuyBack Achievers ETF in Q3 2021 and held it in 1 quarter.
  • Evergreen Capital Management's Invesco BuyBack Achievers ETF position peaked at $303K in Q3 2021.
  • 210 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2021.

Based on Evergreen Capital Management's 13F filing for Q4 2021, filed 11 Mar 2022.