Householder Group Estate & Retirement Specialist’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio IPKW Stock Details IPKW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-211	Closed	-$9K	–	858
2024 Q3	$9K	Hold	211	–	–	﹤0.01%	833
2024 Q2	$8K	Hold	211	–	–	﹤0.01%	859
2024 Q1	$8.38K	Hold	211	–	–	﹤0.01%	853
2023 Q4	$7K	Hold	211	–	–	﹤0.01%	839
2023 Q3	$7.4K	Buy	+211	New	+$7.45K	﹤0.01%	855
2023 Q1	$7K	Buy	+211	New	+$7.36K	﹤0.01%	884
2022 Q4	–	Sell	-211	Closed	-$6K	–	698
2022 Q3	$6K	Buy	+211	New	+$6.72K	﹤0.01%	839

Other funds holding IPKW

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KWA

Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

VIM

Vista Investment Management Pittsburgh, Pennsylvania $333M AUM 24.2% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IPKW Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco International BuyBack Achievers ETF (IPKW) in Q4 2024, closing a stake of 211 shares — an estimated $9K sold.

Householder Group Estate & Retirement Specialist first reported a position in IPKW in Q3 2022 and held it in 7 quarters. The position peaked at $9K in Q3 2024. 49 funds tracked by Wall St. Rank hold IPKW as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Invesco International BuyBack Achievers ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 211 Invesco International BuyBack Achievers ETF shares in Q4 2024, an estimated $9K.
Householder Group Estate & Retirement Specialist first reported a position in Invesco International BuyBack Achievers ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Invesco International BuyBack Achievers ETF position peaked at $9K in Q3 2024.
49 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.