Kings Point Capital Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Kings Point Capital Management’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
2022 Q1	$90K	Hold	1,000	–	–	0.01%	288
2021 Q4	$97K	Hold	1,000	–	–	0.01%	302
2021 Q3	$90K	Hold	1,000	–	–	0.01%	292
2021 Q2	$90K	Hold	1,000	–	–	0.01%	287
2021 Q1	$84K	Hold	1,000	–	–	0.01%	281
2020 Q4	$73K	Hold	1,000	–	–	0.01%	280
2020 Q3	$60K	Hold	1,000	–	–	0.01%	297
2020 Q2	$57K	Hold	1,000	–	–	0.01%	263
2020 Q1	$48K	Hold	1,000	–	–	0.01%	285
2019 Q4	$69K	Buy	+1,000	New	+$65.9K	0.01%	276
2015 Q4	–	Sell	-6,693	Closed	-$293K	–	373
2015 Q3	$293K	Buy	+6,693	New	+$314K	0.08%	108

Other funds holding PKW

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LCWP

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RJA

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

Kings Point Capital Management's PKW Position: Q1 2022 in Review

Kings Point Capital Management held its Invesco BuyBack Achievers ETF (PKW) position steady in Q1 2022 at 1,000 shares worth $90K. The position accounts for 0.01% of the portfolio, ranked #288.

Kings Point Capital Management first reported a position in PKW in Q3 2015 and has held it in 11 quarters since. The position peaked at $293K in Q3 2015. 194 funds tracked by Wall St. Rank hold PKW as of Q1 2022.

Kings Point Capital Management held 1,000 shares of Invesco BuyBack Achievers ETF worth $90K as of Q1 2022.
Kings Point Capital Management left its Invesco BuyBack Achievers ETF share count unchanged in Q1 2022.
Invesco BuyBack Achievers ETF made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #288 holding.
Kings Point Capital Management first reported a position in Invesco BuyBack Achievers ETF in Q3 2015 and has held it in 11 quarters since.
Kings Point Capital Management's Invesco BuyBack Achievers ETF position peaked at $293K in Q3 2015.
194 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.