IPW
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Impact Partnership Wealth’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Impact Partnership Wealth’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
-162
Closed -$14.6K – 1036
2023
Q3 		$14.6K Buy
+162
New +$14.9K ﹤0.01% 524

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

Impact Partnership Wealth's PKW Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2023, closing a stake of 162 shares — an estimated $14.6K sold.

Impact Partnership Wealth first reported a position in PKW in Q3 2023 and held it in 1 quarter. The position peaked at $14.6K in Q3 2023. 204 funds tracked by Wall St. Rank hold PKW as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 162 Invesco BuyBack Achievers ETF shares in Q4 2023, an estimated $14.6K.
  • Impact Partnership Wealth first reported a position in Invesco BuyBack Achievers ETF in Q3 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Invesco BuyBack Achievers ETF position peaked at $14.6K in Q3 2023.
  • 204 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.