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IBEX Wealth Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

IBEX Wealth Advisors’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
2021
Q4 		– Sell
-187
Closed -$17K – 363
2021
Q3 		$17K Buy
+187
New +$17.2K ﹤0.01% 327
2019
Q3 		– Sell
-181
Closed -$11K – 310
2019
Q2 		$11K Buy
+181
New +$11.2K ﹤0.01% 318
2017
Q1 		– Sell
-445
Closed -$23K – 301
2016
Q4 		$23K Buy
+445
New +$21.8K 0.01% 216

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

IBEX Wealth Advisors's PKW Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2021, closing a stake of 187 shares — an estimated $17K sold.

IBEX Wealth Advisors first reported a position in PKW in Q4 2016 and held it in 3 quarters. The position peaked at $23K in Q4 2016. 210 funds tracked by Wall St. Rank hold PKW as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 187 Invesco BuyBack Achievers ETF shares in Q4 2021, an estimated $17K.
  • IBEX Wealth Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2016 and held it in 3 quarters.
  • IBEX Wealth Advisors's Invesco BuyBack Achievers ETF position peaked at $23K in Q4 2016.
  • 210 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.