Gradient Investments’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Gradient Investments’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	-159	Closed	-$17.2K	–	1454
2024 Q1	$17.2K	Buy	159 +158	+15,800%	+$16.1K	﹤0.01%	571
2023 Q4	$83	Hold	1	–	–	﹤0.01%	1746
2023 Q3	$75	Buy	+1	New	+$92	﹤0.01%	1721
2022 Q1	–	Sell	-50	Closed	-$5K	–	1306
2021 Q4	$5K	Hold	50	–	–	﹤0.01%	941
2021 Q3	$5K	Hold	50	–	–	﹤0.01%	887
2021 Q2	$5K	Hold	50	–	–	﹤0.01%	883
2021 Q1	$4K	Hold	50	–	–	﹤0.01%	923
2020 Q4	$3K	Hold	50	–	–	﹤0.01%	901
2020 Q3	$3K	Buy	+50	New	+$3.02K	﹤0.01%	906
2015 Q2	–	Sell	-443	Closed	-$22K	–	702
2015 Q1	$22K	Buy	+443	New	+$21.5K	﹤0.01%	319
2014 Q3	–	Sell	-407	Closed	-$18K	–	519
2014 Q2	$18K	Buy	+407	New	+$17.8K	﹤0.01%	302

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

Gradient Investments's PKW Position: Q2 2024 in Review

Gradient Investments sold out of Invesco BuyBack Achievers ETF (PKW) in Q2 2024, closing a stake of 159 shares — an estimated $17.2K sold.

Gradient Investments first reported a position in PKW in Q2 2014 and held it in 11 quarters. The position peaked at $22K in Q1 2015. 201 funds tracked by Wall St. Rank hold PKW as of Q2 2024.

Gradient Investments reported no remaining Invesco BuyBack Achievers ETF position as of Q2 2024 after selling out during the quarter.
Gradient Investments sold 159 Invesco BuyBack Achievers ETF shares in Q2 2024, an estimated $17.2K.
Gradient Investments first reported a position in Invesco BuyBack Achievers ETF in Q2 2014 and held it in 11 quarters.
Gradient Investments's Invesco BuyBack Achievers ETF position peaked at $22K in Q1 2015.
201 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.