FundX Investment Group’s Invesco BuyBack Achievers ETF PKW Stock Holding History

FundX Investment 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
2021 Q4	$8.69M	Buy	90,061 +26,682	+42%	+$2.53M	2.11%	11
2021 Q3	$5.71M	Buy	63,379 +7,093	+13%	+$652K	2.7%	10
2021 Q2	$10.6K	Buy	+56,286	New	+$5M	1.1%	7
2020 Q1	–	Sell	-30,200	Closed	-$2.08M	–	63
2019 Q4	$2.08M	Buy	+30,200	New	+$1.99M	0.56%	22
2015 Q2	–	Sell	-233,429	Closed	-$11.5M	–	25
2015 Q1	$11.5M	Buy	+233,429	New	+$11.3M	3.55%	10
2014 Q3	–	Sell	-880,329	Closed	-$39.5M	–	24
2014 Q2	$39.5M	Sell	880,329 -176,704	-17%	-$7.73M	15.17%	2
2014 Q1	$46M	Buy	1,057,033 +212,978	+25%	+$9.06M	19.33%	2
2013 Q4	$36.4M	Buy	+844,055	New	+$34.6M	16.13%	2

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

LCWP

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

FundX Investment Group's PKW Position: Q4 2021 in Review

FundX Investment Group increased its Invesco BuyBack Achievers ETF (PKW) stake by 42% in Q4 2021, buying an estimated $2.53M and bringing the position to 90,061 shares worth $8.69M. The position accounts for 2.11% of the portfolio, ranked #11.

FundX Investment Group first reported a position in PKW in Q4 2013 and has held it in 8 quarters since. The position peaked at $46M in Q1 2014. 210 funds tracked by Wall St. Rank hold PKW as of Q4 2021.

FundX Investment Group held 90,061 shares of Invesco BuyBack Achievers ETF worth $8.69M as of Q4 2021.
FundX Investment Group bought 26,682 Invesco BuyBack Achievers ETF shares in Q4 2021, an estimated $2.53M.
Invesco BuyBack Achievers ETF made up 2.11% of FundX Investment Group's portfolio in Q4 2021, its #11 holding.
FundX Investment Group first reported a position in Invesco BuyBack Achievers ETF in Q4 2013 and has held it in 8 quarters since.
FundX Investment Group's Invesco BuyBack Achievers ETF position peaked at $46M in Q1 2014.
210 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.