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Great Valley Advisor Group’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Great Valley Advisor 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
2023
Q4 		– Sell
-4,423
Closed -$398K – 745
2023
Q3 		$398K Buy
+4,423
New +$407K 0.02% 490

Other funds holding PKW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
UBS Group
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
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Great Valley Advisor Group's PKW Position: Q4 2023 in Review

Great Valley Advisor Group sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2023, closing a stake of 4,423 shares — an estimated $398K sold.

Great Valley Advisor Group first reported a position in PKW in Q3 2023 and held it in 1 quarter. The position peaked at $398K in Q3 2023. 204 funds tracked by Wall St. Rank hold PKW as of Q4 2023.

  • Great Valley Advisor Group reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2023 after selling out during the quarter.
  • Great Valley Advisor Group sold 4,423 Invesco BuyBack Achievers ETF shares in Q4 2023, an estimated $398K.
  • Great Valley Advisor Group first reported a position in Invesco BuyBack Achievers ETF in Q3 2023 and held it in 1 quarter.
  • Great Valley Advisor Group's Invesco BuyBack Achievers ETF position peaked at $398K in Q3 2023.
  • 204 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2023.

Based on Great Valley Advisor Group's 13F filing for Q4 2023, filed 6 Feb 2024.