Lehman & Derafelo Financial Resources’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	$513K	Hold	6,000	–	–	0.15%	63
2022 Q3	$445K	Hold	6,000	–	–	0.14%	60
2022 Q2	$465K	Hold	6,000	–	–	0.14%	59
2022 Q1	$543K	Hold	6,000	–	–	0.15%	61
2021 Q4	$579K	Hold	6,000	–	–	0.18%	56
2021 Q3	$541K	Hold	6,000	–	–	0.18%	56
2021 Q2	$542K	Hold	6,000	–	–	0.15%	63
2021 Q1	$505K	Hold	6,000	–	–	0.14%	64
2020 Q4	$440K	Hold	6,000	–	–	0.13%	69
2020 Q3	$361K	Hold	6,000	–	–	0.11%	89
2020 Q2	$344K	Hold	6,000	–	–	0.12%	87
2020 Q1	$291K	Sell	6,000 -200	-3%	-$12.4K	0.12%	71
2019 Q4	$428K	Hold	6,200	–	–	0.15%	66
2019 Q3	$388K	Hold	6,200	–	–	0.15%	64
2019 Q2	$396K	Sell	6,200 -150	-2%	-$9.24K	0.16%	61
2019 Q1	$379K	Hold	6,350	–	–	0.16%	62
2018 Q4	$331K	Buy	+6,350	New	+$363K	0.16%	59

Other funds holding PKW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LCWP

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

Lehman & Derafelo Financial Resources's PKW Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources held its Invesco BuyBack Achievers ETF (PKW) position steady in Q4 2022 at 6,000 shares worth $513K. The position accounts for 0.15% of the portfolio, ranked #63.

Lehman & Derafelo Financial Resources first reported a position in PKW in Q4 2018 and has held it in 17 quarters since. The position peaked at $579K in Q4 2021. 202 funds tracked by Wall St. Rank hold PKW as of Q4 2022.

Lehman & Derafelo Financial Resources held 6,000 shares of Invesco BuyBack Achievers ETF worth $513K as of Q4 2022.
Lehman & Derafelo Financial Resources left its Invesco BuyBack Achievers ETF share count unchanged in Q4 2022.
Invesco BuyBack Achievers ETF made up 0.15% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #63 holding.
Lehman & Derafelo Financial Resources first reported a position in Invesco BuyBack Achievers ETF in Q4 2018 and has held it in 17 quarters since.
Lehman & Derafelo Financial Resources's Invesco BuyBack Achievers ETF position peaked at $579K in Q4 2021.
202 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.