Founders Financial Alliance’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Founders Financial Alliance’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 Q1	–	Sell	-310	Closed	-$26.5K	–	482
2022 Q4	$26.5K	Hold	310	–	–	0.01%	378
2022 Q3	$23K	Hold	310	–	–	0.01%	378
2022 Q2	$24K	Hold	310	–	–	0.01%	395
2022 Q1	$28K	Hold	310	–	–	0.01%	355
2021 Q4	$30K	Hold	310	–	–	0.01%	385
2021 Q3	$28K	Sell	310 -30	-9%	-$2.76K	0.01%	363
2021 Q2	$31K	Hold	340	–	–	0.01%	375
2021 Q1	$30K	Hold	340	–	–	0.01%	363
2020 Q4	$25K	Hold	340	–	–	0.01%	334
2020 Q3	$20K	Buy	+340	New	+$20.5K	0.01%	582

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

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

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Founders Financial Alliance's PKW Position: Q1 2023 in Review

Founders Financial Alliance sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2023, closing a stake of 310 shares — an estimated $26.5K sold.

Founders Financial Alliance first reported a position in PKW in Q3 2020 and held it in 10 quarters. The position peaked at $31K in Q2 2021. 183 funds tracked by Wall St. Rank hold PKW as of Q1 2023.

Founders Financial Alliance reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2023 after selling out during the quarter.
Founders Financial Alliance sold 310 Invesco BuyBack Achievers ETF shares in Q1 2023, an estimated $26.5K.
Founders Financial Alliance first reported a position in Invesco BuyBack Achievers ETF in Q3 2020 and held it in 10 quarters.
Founders Financial Alliance's Invesco BuyBack Achievers ETF position peaked at $31K in Q2 2021.
183 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2023.

Based on Founders Financial Alliance's 13F filing for Q1 2023, filed 15 May 2023.