Independent Family Office’s Invesco BuyBack Achievers ETF PKW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Hold |
8,414
| – | – | 0.48% | 37 |
|
|
2025
Q1 | $948K | Hold |
8,414
| – | – | 0.5% | 38 |
|
|
2024
Q4 | $969K | Hold |
8,414
| – | – | 0.5% | 36 |
|
|
2024
Q3 | $964K | Hold |
8,414
| – | – | 0.48% | 39 |
|
|
2024
Q2 | $874K | Hold |
8,414
| – | – | 0.5% | 36 |
|
|
2024
Q1 | $911K | Hold |
8,414
| – | – | 0.49% | 39 |
|
|
2023
Q4 | $833K | Hold |
8,414
| – | – | 0.47% | 38 |
|
|
2023
Q3 | $757K | Hold |
8,414
| – | – | 0.47% | 39 |
|
|
2023
Q2 | $753K | Sell |
8,414
-1,317
| -14% | -$118K | 0.46% | 36 |
|
|
2023
Q1 | $828K | Sell |
9,731
-135
| -1% | -$11.5K | 0.48% | 37 |
|
|
2022
Q4 | $844K | Hold |
9,866
| – | – | 0.51% | 37 |
|
|
2022
Q3 | $732K | Hold |
9,866
| – | – | 0.36% | 40 |
|
|
2022
Q2 | $765 | Sell |
9,866
-2,270
| -19% | -$176 | 0.38% | 36 |
|
|
2022
Q1 | $1.1M | Hold |
12,136
| – | – | 0.36% | 27 |
|
|
2021
Q4 | $1.17M | Hold |
12,136
| – | – | 0.44% | 21 |
|
|
2021
Q3 | $1.09M | Hold |
12,136
| – | – | 0.45% | 18 |
|
|
2021
Q2 | $1.1M | Sell |
12,136
-41,237
| -77% | -$3.72M | 0.43% | 19 |
|
|
2021
Q1 | $4.5M | Hold |
53,373
| – | – | 1.77% | 11 |
|
|
2020
Q4 | $3.91M | Hold |
53,373
| – | – | 1.64% | 11 |
|
|
2020
Q3 | $3.21M | Hold |
53,373
| – | – | 1.52% | 11 |
|
|
2020
Q2 | $3.06M | Hold |
53,373
| – | – | 1.59% | 10 |
|
|
2020
Q1 | $2.59M | Buy |
53,373
+31,737
| +147% | +$1.54M | 1.61% | 11 |
|
|
2019
Q4 | $1.49M | Buy |
+21,636
| New | +$1.49M | 0.94% | 15 |
|