FFO
PKW icon

Fortitude Family Office’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Fortitude Family Office’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
Q2 		– Sell
-886
Closed -$95.9K – 1042
2024
Q1 		$95.9K Hold
886
– – 0.06% 99
2023
Q4 		$87.7K Buy
+886
New +$81K 0.07% 108

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
Raymond James Financial Services Advisors
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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fortitude Family Office's PKW Position: Q2 2024 in Review

Fortitude Family Office sold out of Invesco BuyBack Achievers ETF (PKW) in Q2 2024, closing a stake of 886 shares — an estimated $95.9K sold.

Fortitude Family Office first reported a position in PKW in Q4 2023 and held it in 2 quarters. The position peaked at $95.9K in Q1 2024. 201 funds tracked by Wall St. Rank hold PKW as of Q2 2024.

  • Fortitude Family Office reported no remaining Invesco BuyBack Achievers ETF position as of Q2 2024 after selling out during the quarter.
  • Fortitude Family Office sold 886 Invesco BuyBack Achievers ETF shares in Q2 2024, an estimated $95.9K.
  • Fortitude Family Office first reported a position in Invesco BuyBack Achievers ETF in Q4 2023 and held it in 2 quarters.
  • Fortitude Family Office's Invesco BuyBack Achievers ETF position peaked at $95.9K in Q1 2024.
  • 201 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2024.

Based on Fortitude Family Office's 13F filing for Q2 2024, filed 10 Jul 2024.