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

Householder Group Estate & Retirement Specialist’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 Q1	$18K	Buy	+217	New	+$19K	0.01%	661
2022 Q4	–	Sell	-758	Closed	-$56K	–	886
2022 Q3	$56K	Buy	+758	New	+$61.7K	0.02%	377

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

LCWP

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PKW Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in Invesco BuyBack Achievers ETF (PKW) in Q1 2023: 217 shares worth $18K. The stake represents 0.01% of the portfolio and ranks #661 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in PKW as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in PKW in Q3 2022 and has held it in 2 quarters since. The position peaked at $56K in Q3 2022. 183 funds tracked by Wall St. Rank hold PKW as of Q1 2023.

Householder Group Estate & Retirement Specialist held 217 shares of Invesco BuyBack Achievers ETF worth $18K as of Q1 2023.
Invesco BuyBack Achievers ETF was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
Invesco BuyBack Achievers ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #661 holding.
Householder Group Estate & Retirement Specialist first reported a position in Invesco BuyBack Achievers ETF in Q3 2022 and has held it in 2 quarters since.
Householder Group Estate & Retirement Specialist's Invesco BuyBack Achievers ETF position peaked at $56K in Q3 2022.
183 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.