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

First Capital Advisors 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
2023 Q2	$10.9K	Hold	122	–	–	0.01%	528
2023 Q1	$10.4K	Hold	122	–	–	0.01%	190
2022 Q4	$10.4K	Hold	122	–	–	0.01%	201
2022 Q3	$9K	Buy	+122	New	+$9.93K	0.01%	188
2018 Q2	–	Sell	-1,000	Closed	-$57K	–	607
2018 Q1	$57K	Buy	+1,000	New	+$59.9K	0.03%	256

Other funds holding PKW

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

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

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAG

Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

First Capital Advisors Group's PKW Position: Q2 2023 in Review

First Capital Advisors Group held its Invesco BuyBack Achievers ETF (PKW) position steady in Q2 2023 at 122 shares worth $10.9K. The position accounts for 0.01% of the portfolio, ranked #528.

First Capital Advisors Group first reported a position in PKW in Q1 2018 and has held it in 5 quarters since. The position peaked at $57K in Q1 2018. 187 funds tracked by Wall St. Rank hold PKW as of Q2 2023.

First Capital Advisors Group held 122 shares of Invesco BuyBack Achievers ETF worth $10.9K as of Q2 2023.
First Capital Advisors Group left its Invesco BuyBack Achievers ETF share count unchanged in Q2 2023.
Invesco BuyBack Achievers ETF made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #528 holding.
First Capital Advisors Group first reported a position in Invesco BuyBack Achievers ETF in Q1 2018 and has held it in 5 quarters since.
First Capital Advisors Group's Invesco BuyBack Achievers ETF position peaked at $57K in Q1 2018.
187 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.