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 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

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

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

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

LCWP

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

RJA

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.