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

Founders Financial Securities’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
-2,536
Closed -$217K – 332
2022
Q4 		$217K Buy
+2,536
New +$214K 0.03% 294

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Founders Financial Securities sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2023, closing a stake of 2,536 shares — an estimated $217K sold.

Founders Financial Securities first reported a position in PKW in Q4 2022 and held it in 1 quarter. The position peaked at $217K in Q4 2022. 183 funds tracked by Wall St. Rank hold PKW as of Q1 2023.

  • Founders Financial Securities reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2023 after selling out during the quarter.
  • Founders Financial Securities sold 2,536 Invesco BuyBack Achievers ETF shares in Q1 2023, an estimated $217K.
  • Founders Financial Securities first reported a position in Invesco BuyBack Achievers ETF in Q4 2022 and held it in 1 quarter.
  • Founders Financial Securities's Invesco BuyBack Achievers ETF position peaked at $217K in Q4 2022.
  • 183 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2023.

Based on Founders Financial Securities's 13F filing for Q1 2023, filed 4 May 2023.