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Financial Perspectives’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Financial Perspectives’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
2020
Q3 		– Sell
-642
Closed -$36.8K – 566
2020
Q2 		$36.8K Buy
642
+4
+0.6% +$218 0.03% 212
2020
Q1 		$30.9K Buy
638
+4
+0.6% +$248 0.03% 199
2019
Q4 		$43.7K Buy
+634
New +$41.8K 0.03% 185

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Financial Perspectives's PKW Position: Q3 2020 in Review

Financial Perspectives sold out of Invesco BuyBack Achievers ETF (PKW) in Q3 2020, closing a stake of 642 shares — an estimated $36.8K sold.

Financial Perspectives first reported a position in PKW in Q4 2019 and held it in 3 quarters. The position peaked at $43.7K in Q4 2019. 138 funds tracked by Wall St. Rank hold PKW as of Q3 2020.

  • Financial Perspectives reported no remaining Invesco BuyBack Achievers ETF position as of Q3 2020 after selling out during the quarter.
  • Financial Perspectives sold 642 Invesco BuyBack Achievers ETF shares in Q3 2020, an estimated $36.8K.
  • Financial Perspectives first reported a position in Invesco BuyBack Achievers ETF in Q4 2019 and held it in 3 quarters.
  • Financial Perspectives's Invesco BuyBack Achievers ETF position peaked at $43.7K in Q4 2019.
  • 138 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2020.

Based on Financial Perspectives's 13F filing for Q3 2020, filed 10 Jan 2024.