HBW Advisory Services’s Invesco BuyBack Achievers ETF PKW Stock Holding History

HBW Advisory Services’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 Q2	–	Sell	-2,647	Closed	-$225K	–	314
2023 Q1	$225K	Buy	2,647 +291	+12%	+$25.5K	0.06%	239
2022 Q4	$202K	Buy	+2,356	New	+$199K	0.05%	247
2022 Q1	–	Sell	-3,548	Closed	-$342K	–	261
2021 Q4	$342K	Buy	3,548 +982	+38%	+$93.2K	0.08%	194
2021 Q3	$231K	Buy	+2,566	New	+$236K	0.06%	225

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

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

CAG

Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HBW Advisory Services's PKW Position: Q2 2023 in Review

HBW Advisory Services sold out of Invesco BuyBack Achievers ETF (PKW) in Q2 2023, closing a stake of 2,647 shares — an estimated $225K sold.

HBW Advisory Services first reported a position in PKW in Q3 2021 and held it in 4 quarters. The position peaked at $342K in Q4 2021. 187 funds tracked by Wall St. Rank hold PKW as of Q2 2023.

HBW Advisory Services reported no remaining Invesco BuyBack Achievers ETF position as of Q2 2023 after selling out during the quarter.
HBW Advisory Services sold 2,647 Invesco BuyBack Achievers ETF shares in Q2 2023, an estimated $225K.
HBW Advisory Services first reported a position in Invesco BuyBack Achievers ETF in Q3 2021 and held it in 4 quarters.
HBW Advisory Services's Invesco BuyBack Achievers ETF position peaked at $342K in Q4 2021.
187 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2023.

Based on HBW Advisory Services's 13F filing for Q2 2023, filed 6 Jul 2023.