FinTrust Capital Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

FinTrust Capital Advisors’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 Q3	$20.2K	Hold	176	–	–	﹤0.01%	807
2024 Q2	$18.3K	Hold	176	–	–	﹤0.01%	780
2024 Q1	$19K	Hold	176	–	–	﹤0.01%	744
2023 Q4	$17.4K	Hold	176	–	–	﹤0.01%	728
2023 Q3	$15.8K	Hold	176	–	–	﹤0.01%	703
2023 Q2	$15.1K	Hold	176	–	–	﹤0.01%	707
2023 Q1	$15.1K	Hold	176	–	–	﹤0.01%	704
2022 Q4	$15.1K	Hold	176	–	–	﹤0.01%	701
2022 Q3	$14K	Hold	176	–	–	﹤0.01%	790
2022 Q2	$14K	Hold	176	–	–	﹤0.01%	799
2022 Q1	$16K	Hold	176	–	–	﹤0.01%	816
2021 Q4	$17K	Hold	176	–	–	﹤0.01%	787
2021 Q3	$16K	Hold	176	–	–	﹤0.01%	793
2021 Q2	$16K	Hold	176	–	–	﹤0.01%	810
2021 Q1	$15K	Hold	176	–	–	﹤0.01%	791
2020 Q4	$13K	Hold	176	–	–	﹤0.01%	776
2020 Q3	$11	Hold	176	–	–	﹤0.01%	783
2020 Q2	$10K	Hold	176	–	–	﹤0.01%	733
2020 Q1	$9K	Hold	176	–	–	﹤0.01%	774
2019 Q4	$12K	Hold	176	–	–	﹤0.01%	719
2019 Q3	$11K	Hold	176	–	–	﹤0.01%	743
2019 Q2	$11K	Hold	176	–	–	﹤0.01%	720
2019 Q1	$10K	Hold	176	–	–	﹤0.01%	778
2018 Q4	$9K	Buy	+176	New	+$10.1K	﹤0.01%	809

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

RJA

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

FinTrust Capital Advisors's PKW Position: Q3 2024 in Review

FinTrust Capital Advisors held its Invesco BuyBack Achievers ETF (PKW) position steady in Q3 2024 at 176 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

FinTrust Capital Advisors first reported a position in PKW in Q4 2018 and has held it in 24 quarters since. 215 funds tracked by Wall St. Rank hold PKW as of Q3 2024.

FinTrust Capital Advisors held 176 shares of Invesco BuyBack Achievers ETF worth $20.2K as of Q3 2024.
FinTrust Capital Advisors left its Invesco BuyBack Achievers ETF share count unchanged in Q3 2024.
Invesco BuyBack Achievers ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #807 holding.
FinTrust Capital Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2018 and has held it in 24 quarters since.
215 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.