KWM
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Kingsview Wealth Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Kingsview Wealth 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
2021
Q2 		– Sell
-12,797
Closed -$1.09M – 989
2021
Q1 		$1.09M Buy
+12,797
New +$1.01M 0.06% 311

Other funds holding PKW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kingsview Wealth Management's PKW Position: Q2 2021 in Review

Kingsview Wealth Management sold out of Invesco BuyBack Achievers ETF (PKW) in Q2 2021, closing a stake of 12,797 shares — an estimated $1.09M sold.

Kingsview Wealth Management first reported a position in PKW in Q1 2021 and held it in 1 quarter. The position peaked at $1.09M in Q1 2021. 197 funds tracked by Wall St. Rank hold PKW as of Q2 2021.

  • Kingsview Wealth Management reported no remaining Invesco BuyBack Achievers ETF position as of Q2 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 12,797 Invesco BuyBack Achievers ETF shares in Q2 2021, an estimated $1.09M.
  • Kingsview Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q1 2021 and held it in 1 quarter.
  • Kingsview Wealth Management's Invesco BuyBack Achievers ETF position peaked at $1.09M in Q1 2021.
  • 197 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2021.

Based on Kingsview Wealth Management's 13F filing for Q2 2021, filed 17 Aug 2021.