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

Liberty 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 Q4	–	Sell	-217	Closed	-$20K	–	842
2021 Q3	$20K	Hold	217	–	–	0.01%	645
2021 Q2	$20K	Buy	217 +2	+0.9%	+$178	0.01%	508
2021 Q1	$16K	Hold	215	–	–	0.01%	504
2020 Q4	$16K	Hold	215	–	–	0.01%	501
2020 Q3	$13K	Buy	215 +1	+0.5%	+$60	0.01%	478
2020 Q2	$12K	Buy	214 +1	+0.5%	+$55	0.01%	461
2020 Q1	$10K	Buy	213 +2	+0.9%	+$124	0.01%	462
2019 Q4	$15K	Hold	211	–	–	0.01%	462
2019 Q3	$13K	Buy	211 +1	+0.5%	+$62	0.01%	472
2019 Q2	$13K	Buy	210 +1	+0.5%	+$62	0.01%	477
2019 Q1	$12K	Buy	209 +1	+0.5%	+$58	0.01%	412
2018 Q4	$10K	Buy	+208	New	+$11.9K	0.01%	431

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

Liberty Wealth Management's PKW Position: Q4 2021 in Review

Liberty Wealth Management sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2021, closing a stake of 217 shares — an estimated $20K sold.

Liberty Wealth Management first reported a position in PKW in Q4 2018 and held it in 12 quarters. The position peaked at $20K in Q3 2021. 209 funds tracked by Wall St. Rank hold PKW as of Q4 2021.

Liberty Wealth Management reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 217 Invesco BuyBack Achievers ETF shares in Q4 2021, an estimated $20K.
Liberty Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Invesco BuyBack Achievers ETF position peaked at $20K in Q3 2021.
209 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.